Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dwyer Johnson is a financial advisor with over 11 years of experience in the financial services industry. Kevin has a Series 6, 7, 63, and 65 license and currently works for U.S. Bancorp Investments, Inc. in Gurnee, IL. Kevin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Kevin has previously worked for LPL Financial LLC, BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
06/12/2024 - Present
U.s. Bancorp Investments, Inc. (Gurnee IL)
IL
03/24/2021 - 01/25/2022
LPL FINANCIAL LLC (LIBERTYVILLE IL)
IL
06/21/2018 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (LIBERTYVILLE IL)
IL
10/01/2012 - 06/12/2018
J.P. MORGAN SECURITIES LLC (WILMETTE IL)
IL
08/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTCHESTER IL)
IA
Issued 06/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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