Unclaimed
Michael Ron Johnson is an investment advisor representative with Fidelity Personal And Workplace Advisors. Michael Johnson is licensed to provide advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Michael Johnson has been in the financial industry since January 14, 2022. Michael Ron Johnson has been registered with Fidelity Personal And Workplace Advisors since March 2023. Prior to that, Michael Johnson was registered with J.P. Morgan Securities 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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2
CA
06/28/2023 - Present
Fidelity Personal AND Workplace Advisors (THOUSAND OAKS CA)
CA
01/01/2022 - 02/18/2023
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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