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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph R Johansen is a financial advisor with Fidelity Personal And Workplace Advisors. Joseph R Johansen has been in the financial industry since 2019. Joseph R Johansen has a Series 63, Series 66, Series 7 and Series 6 licenses and is registered with the state of New York. Joseph R Johansen has worked at J.P. Morgan Securities LLC and Citizens Securities, Inc. before joining Fidelity Personal And Workplace Advisors. Joseph R Johansen provides financial planning, educational seminars, and portfolio management services to individuals and businesses. The firm's main office is in Boston, Massachusetts.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/13/2024 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
03/08/2021 - 01/03/2023
J.P. MORGAN SECURITIES LLC (ROCHESTER NY)
NY
05/13/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (ROCHESTER NY)
BOTH
Issued 05/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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