Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Johnson is an investment advisor representative. Robert has been in the securities industry since 2009. Robert has been registered with First Citizens Investor Services, Inc. since 2020 and First Citizens Asset Management, Inc. since 2020. Prior to that, Robert was employed by PNC Investments from 2010 to 2019. Robert holds the Series 6, 7, 24, 63, and 65 securities licenses. Robert is registered to conduct business in 47 states and the District of Columbia. Robert is a regional brokerage manager for First Citizens Asset Management, Inc.
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.
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
NC
07/08/2020 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
NC
09/21/2010 - 05/23/2019
PNC INVESTMENTS (CHARLOTTE NC)
PA
12/08/2009 - 08/04/2010
WADDELL & REED, INC. (MONROEVILLE PA)
IA
Issued 07/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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