Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Houston Wise is a financial advisor with Credit Union Investment Services. Johnny is registered with the state of North Carolina and holds the Series 7TO, SIE and Series 66 securities licenses. Johnny has been in the financial services industry since March 2019 and has experience working for Edward Jones. Johnny offers financial planning and portfolio management services to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
10/24/2024 - Present
Credit Union Investment Services (Hickory NC)
NC
03/30/2019 - 02/24/2023
EDWARD JONES (CLAREMONT NC)
BOTH
Issued 04/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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