Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Johnson is a financial professional with over 30 years of experience in the financial industry. Karen has been registered with Cetera Investment Advisers LLC since March 2024 and has prior experience with UBS Financial Services Inc. and McDonald Investments Inc. Karen holds the Series 63, Series 7, and SIE licenses and is active in both Broker-Dealer and Investment Advisor roles. Karen is a specialist in financial planning and portfolio management for both individuals and businesses. Karen is located in Cuyahoga Falls, OH and offers services to clients in the surrounding areas.
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.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (CUYAHOGA FALLS OH)
OH
02/09/2007 - 10/09/2007
UBS FINANCIAL SERVICES INC. (HUDSON OH)
OH
07/23/1996 - 02/09/2007
MCDONALD INVESTMENTS INC. (HUDSON OH)
OH
02/01/1994 - 08/08/1996
FIRSTMERIT SECURITIES, INC. (AKRON OH)
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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