Unclaimed
Megan Elizabeth Johnson is an Investment Advisor Representative and Registered Representative at Commonwealth Financial Network. Megan has been in the financial services industry since November 2012 and has experience with both Wells Fargo Advisors, LLC. and Monarch Retirement Group. Megan has registrations in multiple states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Minnesota, Missouri, Nevada, New Mexico, North Carolina, Oregon, Texas, Utah, and Washington. Megan has a strong background in financial planning and portfolio management for individuals and businesses, along with experience in providing financial planning and investment advice to charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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.
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2
AZ
04/19/2016 - Present
Commonwealth Financial Network (PRESCOTT AZ)
CA
11/05/2012 - 01/02/2015
WELLS FARGO ADVISORS, LLC (ESCONDIDO CA)
IA
Issued 03/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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