Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie L. Johnson is a Registered Representative and Investment Advisor Representative with Navy Federal Investment Services, LLC. Kellie Johnson has been in the financial services industry since 2011 and is licensed in Washington. Kellie Johnson has a Series 66 license and is also licensed to sell Securities Industry Essentials. Kellie L. Johnson is associated with the branch office located in San Diego, California and has been employed by Navy Federal Investment Services, LLC since March 2024.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/24/2024 - Present
Navy Federal Investment Services, LLC (San Diego CA)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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