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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Benjamin Johnson is a financial advisor with Principal Securities, Inc. Reid has been a registered representative since February 2021. Reid is also a registered investment advisor representative with Principal Advised Services, and began offering advice there in April 2024. Reid works with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Reid holds a Series 63, 66 and Series 7 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and 51 state securities regulators. Reid is also a Vice President in the Advice, Education & Sales department at Principal Bank and has been since October 2021.
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
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2
IA
05/13/2024 - Present
Principal Securities, Inc. (CEDAR FALLS IA)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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