Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mark Johnson is an investment advisor representative with McKinley Carter Wealth Services, Inc. Joshua has over 20 years of experience in the financial services industry, specializing in financial planning, pension consulting, and investment consulting for individuals and businesses. Joshua has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Joshua is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 securities licenses.
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.
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.
Investment consulting
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
OH
12/04/2020 - Present
McKinley Carter Wealth Services, Inc. (Miamisburg OH)
OH
02/21/2003 - 06/03/2008
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DAYTON OH)
CT
04/18/1997 - 02/24/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
04/12/1996 - 12/02/1996
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
GA
06/06/1994 - 04/08/1996
WMA SECURITIES, INC. (DULUTH GA)
FL
05/24/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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