Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Johnson is a financial advisor with LPL Financial LLC. Joseph has been in the financial industry since 2010. Joseph is a Certified Financial Planner and has Series 7, 63 and 65 licenses. Joseph works with a variety of clients including individuals, high net worth individuals, businesses, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
06/11/2019 - Present
LPL Financial LLC (WENATCHEE WA)
WA
03/17/2016 - 06/03/2019
1ST GLOBAL CAPITAL CORP. (WENATCHEE WA)
WA
09/08/2015 - 03/14/2016
UMPQUA INVESTMENTS, INC. (Moses Lake WA)
WA
09/22/2010 - 09/09/2015
LPL FINANCIAL LLC (MOSES LAKE WA)
IA
Issued 10/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Johnson is the right advisor for you? Invested Better is here to help.
