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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Johnson is a financial advisor with Dynamic Wealth Advisors. Mark has been in the financial services industry for over 25 years and is registered with the state of Utah as an Investment Advisor Representative. He is also licensed as a Series 6, 7, 24, 63, and 65 representative. Mark has experience in various financial services areas and has been recognized for his expertise in providing financial planning, retirement planning, and investment management services. Mark has a proven track record of success in 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.
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.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
UT
03/05/2018 - Present
Dynamic Wealth Advisors (SALT LAKE CITY UT)
UT
09/05/2013 - 10/24/2017
CROWN CAPITAL SECURITIES, L.P. (SALT LAKE CITY UT)
UT
10/06/2003 - 09/27/2011
ZIONS DIRECT, INC. (SOUTH OGDEN UT)
CA
12/06/2002 - 10/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
RI
11/19/1993 - 12/20/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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