Unclaimed
Marc Johnson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Marc has been in the industry since 1985 and is registered with the state of New York and New Jersey, as well as being registered as a resident agent in Texas. Marc has a broad range of experience, including experience with both individual and institutional clients, with a focus on providing investment consulting services. Marc has a strong understanding of the financial markets and can help clients develop a financial plan that meets their specific needs.
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.
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.
Investment consulting services to institutional clients
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
NY
05/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
02/27/2009 - 05/10/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
07/31/1993 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/23/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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