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 an investment advisor representative associated with Avantax Advisory Services. Robert Johnston has been in the financial services industry for over 25 years. Robert Johnston holds Series 6, 7, 63, 65 and SIE licenses. Robert Johnston's office is located in Boston, MA. The office address is 444 Washington Street, Boston MA 02135. Avantax Advisory Services is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm provides financial planning, portfolio management and other advisory services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MA
07/07/2017 - Present
Avantax Advisory Services (Boston MA)
IA
Issued 07/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Johnston is the right advisor for you? Invested Better is here to help.
