Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnnie? Claim Your ProfileJohnnie Lee Chestnut is a financial advisor with over 20 years of experience in the industry. Johnnie is currently registered with Osaic Advisory Services, LLC in both Florida and Indiana. Johnnie's previous experience includes roles at TRIAD ADVISORS LLC, PARKLAND SECURITIES, LLC, GREAT AMERICAN ADVISORS, INC. and CHARLES SCHWAB & CO., INC. Johnnie is a Certified Financial Planner and holds FINRA Series 63, 66, and 7 licenses, as well as the SIE exam. Johnnie's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Johnnie is based out of the Cloverdale, IN branch office of Osaic Advisory Services, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
05/31/2024 - Present
Osaic Advisory Services, LLC (Cloverdale IN)
IN
05/31/2024 - 08/23/2024
TRIAD ADVISORS LLC (Cloverdale IN)
IN
02/17/2006 - 05/31/2024
PARKLAND SECURITIES, LLC (CLOVERDALE IN)
OH
05/17/2005 - 02/24/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
TX
12/07/1999 - 02/12/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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