Unclaimed
Johnny Domingo Chacartegui is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Johnny has been in the industry since 2004 and has experience working with a variety of client types, including high-net-worth individuals, corporations, and pension plans. Johnny holds Series 7, Series 63, and Series 65 licenses and is registered in several states, including Arizona, California, Florida, Idaho, Montana, Oregon, and Washington. Johnny specializes in financial planning, portfolio management, and pension consulting. In addition to being registered with Raymond James, Johnny is also licensed to sell insurance in Idaho.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
09/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (GARDEN CITY ID)
ID
03/09/2004 - 06/20/2008
EDWARD JONES (EAGLE ID)
IA
Issued 09/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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