Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merry? Claim Your ProfileMerry Dawn Johnson is a financial advisor at Osaic Wealth, Inc. in MIDVALE, UT. Merry has been in the financial services industry since 2002. Merry is registered with the state of Utah. Merry has a Series 6, Series 7, and Series 63 license, and has passed the SIE exam. Osaic Wealth, Inc. is a registered investment adviser that provides financial planning and portfolio management services to individuals, businesses, and institutions. Osaic Wealth, Inc. has offices in Scottsdale, AZ and MIDVALE, UT.
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.
A percentage of the total value of assets under management is charged.
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UT
06/14/2024 - Present
Osaic Wealth, Inc. (MIDVALE UT)
UT
12/12/2005 - 06/14/2024
SECURITIES AMERICA, INC. (MIDVALE UT)
IN
11/19/2002 - 11/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/19/2002 - 11/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 12/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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