Unclaimed
Renee Johnson is an active investment advisor representative, registered in Florida and Texas. Renee has been in the industry since June 3, 2010. Currently, Renee is employed by J.p. Morgan Securities LLC in the Ft. Lauderdale office. Previously, Renee worked for Wells Fargo Clearing Services, LLC, Morgan Stanley, and several other firms. Renee holds Series 3, 7, 24, 63, 65, and 66 licenses. Renee has a broad client base which includes high net worth individuals, corporations and other businesses, and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/17/2022 - Present
J.p. Morgan Securities LLC (Ft. Lauderdale FL)
FL
01/10/2020 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
12/01/2015 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
03/10/2014 - 11/19/2015
MORGAN STANLEY (BOCA RATON FL)
MA
05/06/1998 - 05/02/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
08/16/1996 - 05/29/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/12/1995 - 06/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/16/1994 - 10/09/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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