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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neil? Claim Your ProfileNeil Patrick Johnson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Kaysville, Utah. Neil has been in the industry since February 2006 and is licensed in both Utah and Texas. Neil's primary focus is providing financial planning, investment advice, and portfolio management for individuals and businesses. He is also a registered representative of Fidelity Brokerage Services LLC. Neil holds Series 7, 9, 63, and 66 licenses, and he is a graduate of the Securities Industry Essentials Examination (SIE).
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
UT
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (KAYSVILLE UT)
TX
07/07/2005 - 01/22/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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