Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnston is a financial advisor with over 35 years of experience in the industry. Robert has a strong background in securities, investments, and financial planning. Robert is currently registered with Western International Securities, Inc. and is licensed to offer securities and investment advisory services in Arizona, California, Colorado, Florida, New York, Ohio, Oregon, Texas, and Virginia. Robert offers a variety of services including financial planning, pension consulting, and portfolio management.
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
CA
03/24/2010 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
01/27/2006 - 06/20/2008
FINANCIAL WEST GROUP (EL SEGUNDO CA)
CA
05/20/2002 - 02/08/2006
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
06/16/1994 - 05/24/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/24/1990 - 05/31/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/18/1987 - 09/06/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
09/22/1986 - 09/22/1987
BEAR, STEARNS & CO. INC.
NA
12/03/1985 - 10/08/1986
R. H. MOULTON & CO.
NA
05/06/1985 - 12/23/1985
B.O.C.L. SECURITIES CORP.
NA
01/21/1984 - 05/03/1985
COASTAL SECURITIES CORPORATION
NA
11/25/1983 - 12/23/1983
CALIFORNIA MUNICIPAL INVESTORS, INC.
IA
Issued 02/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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