Unclaimed
Peter Edward Johnson is a registered representative with Principal Securities, Inc. He is a financial advisor with over 12 years of experience in the industry. Peter Edward Johnson has a strong background in financial planning, investment management, and insurance. Peter Edward Johnson holds the Series 66, Series 7TO, and SIE licenses and is registered in multiple states. Peter Edward Johnson specializes in providing financial advice to individuals, families, and businesses. In addition to his work with Principal Securities, Inc., Peter Edward Johnson is also a certified divorce financial analyst (CDFA) and provides financial planning services to clients going through a divorce.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OR
09/22/2022 - Present
Principal Securities, Inc. (LAKE OSWEGO OR)
OR
06/08/2020 - 09/28/2020
WADDELL & REED (PORTLAND OR)
BOTH
Issued 09/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Peter Johnson is the right advisor for you? Invested Better is here to help.