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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Johns is a financial advisor with Mercer Global Advisors Inc. Michael has been in the financial industry for over twenty years, specializing in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Michael is a Certified Financial Planner and has a strong track record of success in helping clients achieve their financial goals. Michael is also a registered Investment Advisor Representative in California.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
05/11/2018 - Present
Mercer Global Advisors Inc. (Woodland Hills CA)
CA
06/11/2010 - 05/14/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
CA
11/08/2006 - 01/06/2009
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
11/20/2003 - 11/02/2006
VALIC FINANCIAL ADVISORS, INC. (GLENDALE CA)
NY
10/15/1998 - 11/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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