Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edward Johnson is a financial advisor with over 20 years of experience in the industry. Joseph Edward Johnson is currently registered with Raymond James & Associates, Inc., and has been with the firm since 2013. Before that, Joseph Edward Johnson worked at Morgan Keegan & Company, Inc., SunTrust Investment Services, Inc., and SEI Investments Distribution Co. Joseph Edward Johnson has held a variety of licenses and certifications throughout their career, including the Series 65, 63, 24, 31, and 7 licenses. Joseph Edward Johnson also holds the Certified Financial Planner designation.
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.
Please see note in schedule d - miscellaneous
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
GA
03/04/2014 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
10/16/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALPHARETTA GA)
GA
06/14/2001 - 10/17/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
PA
05/08/2000 - 06/08/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MD
09/15/1999 - 11/09/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 03/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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