Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johanna? Claim Your ProfileJohanna Marcela Falkowitz is a Registered Representative and Investment Advisor Representative with Virtus Investment Advisers, Inc. Johanna has over 16 years of experience in the financial services industry. She is a Series 7, 63, and 65 licensed professional. Before joining Virtus, Johanna worked with Franklin Templeton Distributors, LLC and Franklin Templeton Financial Services Corp. Johanna is committed to providing her clients with the highest level of personalized service and investment expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
NJ
02/03/2023 - Present
Virtus Investment Advisers, Inc. (SCOTCH PLAINS NJ)
NY
07/07/2021 - 08/01/2022
FRANKLIN DISTRIBUTORS, LLC (New York NY)
NY
02/20/2019 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
08/12/2008 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (NEW YORK NY)
NY
08/12/2008 - 07/07/2021
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (NEW YORK NY)
NY
07/01/2013 - 10/22/2013
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
05/19/2008 - 07/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/29/2006 - 01/10/2008
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
03/15/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 02/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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