Unclaimed
Mark Elmer Johnson is a financial advisor with Trek Financial. Mark has been in the financial services industry since 1983. Mark has Series 6, 7, 63, and 65 licenses. Mark works with individuals, businesses, and charitable organizations. Mark is a registered investment advisor in Idaho. Mark specializes in financial planning, portfolio management, and pension consulting. Mark is a committed member of the community and serves as the secretary/treasurer of the Safari Club Treasure Valley Chapter and the chairman of the Ore-Ida Council of Boy Scouts of America Investment Advisor Committee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
ID
09/03/2003 - Present
Trek Financial (BOISE ID)
ID
05/28/2015 - 06/03/2019
WORLD EQUITY GROUP, INC. (BOISE ID)
ID
06/01/2005 - 06/12/2015
AXA ADVISORS, LLC (BOISE ID)
NY
06/13/1983 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/19/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IA
Issued 04/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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