Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnson is a financial advisor registered with Berthel, Fisher & Co. Financial Services, Inc. Robert has been working in the financial services industry since 1986 and has been with Berthel, Fisher & Co. Financial Services, Inc. since 2010. Robert is a registered representative in 10 states and is an investment advisor representative in Ohio. Robert has passed multiple securities exams including Series 6, Series 7, Series 24, Series 51, Series 63 and Series 65. Robert provides financial planning and portfolio management services to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and individuals other than high net worth individuals. Robert also has a tax preparation business and owns the building where the Berthel, Fisher & Co. Financial Services, Inc. office is located.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/01/2010 - Present
Berthel, Fisher & Co. Financial Services, Inc. (HARRISON OH)
OH
04/17/2001 - 03/31/2010
QUESTAR CAPITAL CORPORATION (HARRISON OH)
TX
03/22/1993 - 04/12/2001
SWS FINANCIAL SERVICES (DALLAS TX)
NE
12/23/1991 - 02/25/1993
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
NE
10/03/1986 - 10/04/1989
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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