Unclaimed
Peter Johnson is an investment advisor representative with Callahan Capital Management. Peter has been in the industry for over 15 years, with previous experience at GEnEOS Wealth Management, Inc., and PFS Investments Inc. Peter has earned the Series 6 and Series 65 licenses. Peter specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
06/26/2015 - Present
Callahan Capital Management (HIGHLANDS RANCH CO)
CO
01/10/2006 - 03/01/2007
GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)
GA
12/18/2002 - 06/04/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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