Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Alfonso Ceballos is a financial advisor with over 15 years of experience in the financial services industry. Johnny is a Certified Financial Planner™ professional and holds the Series 66, Series 7 and SIE licenses. Johnny is currently registered with Golden State Wealth Management, LLC and is an active advisor in California, Hawaii, Montana, Nevada, New Mexico, Oregon, Utah, and Washington. Previously, Johnny was registered with Edward Jones and Raymond James Financial Services, Inc. Johnny works with high-net-worth individuals, corporations and other businesses, charitable organizations and pension and profit sharing plans. Johnny primarily provides financial planning services, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
08/24/2016 - Present
Golden State Wealth Management, LLC (Yuba City CA)
CA
01/21/2011 - 08/25/2016
EDWARD JONES (YUBA CITY CA)
CA
07/23/2007 - 01/21/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICO CA)
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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