Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip J Johnson is a financial professional with over 30 years of experience in the financial services industry. Philip is currently registered with Osaic Wealth, Inc. and has been associated with this firm since 2023. Prior to joining Osaic Wealth, Inc., Philip was a Registered Representative with Walnut Street Securities, Inc., a broker-dealer located in Toledo, Ohio. Philip has passed the Series 6, 7, and 63 examinations, and he holds a FINRA registration as a General Securities Representative. Philip is licensed as an insurance agent and is the owner of Savage & Associates, an insurance agency based in Maumee, Ohio.
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.
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
OH
06/13/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/04/2001 - 07/12/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
09/07/1993 - 05/17/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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