Unclaimed
Mark Johnson is a Managing Director, Strategic Partnerships at Aegon Asset Management US. Mark has been in the industry since 2016 and is registered with the state of Iowa as an investment advisor representative. Mark has a variety of licenses and certifications, including Series 3, 7, 24, and 66. Mark is also a registered principal with the firm. Mark specializes in portfolio management for businesses, investment companies, and pooled investment vehicles. Mark also provides selection of other advisors services and credit research. Mark's previous experience includes a role with Transamerica Financial Advisors, Inc. and Foreside Fund Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Strategic management for diversified investment portfolios.
Credit research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IA
02/23/2017 - Present
Aegon Asset Management US (CEDAR RAPIDS IA)
IA
03/28/2016 - 09/16/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
BOTH
Issued 09/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2018
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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