Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Raeder Johnson is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Nashville, Tennessee. Kari has been in the securities industry since 2003 and holds licenses in Tennessee and Texas. Kari has prior experience working with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc.. Kari has a broad range of experience and has passed numerous securities licensing exams. Kari's primary focus is on providing wealth management services to individuals, businesses, and institutional clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TN
09/10/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
TN
02/13/2013 - 11/26/2013
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
10/06/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
AL
02/13/2007 - 08/12/2009
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
TN
02/25/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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