Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Ward Johnson is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, offering a wide range of financial planning and investment services. Lloyd has been in the financial industry since 2003 and is a licensed professional with experience at several firms including Santander Securities LLC, Citizens Securities, Inc., and MML Investors Services, LLC. Lloyd is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
Compensation from affiliates
1
2
MA
08/20/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
01/26/2017 - 01/14/2020
SANTANDER SECURITIES LLC (WORCESTER MA)
MA
01/04/2016 - 08/01/2016
CITIZENS SECURITIES, INC. (DEDHAM MA)
RI
08/16/2013 - 09/16/2015
MML INVESTORS SERVICES, LLC (WARWICK RI)
MA
10/02/2007 - 07/15/2013
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
07/05/2006 - 07/09/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
05/06/2003 - 11/03/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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