Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Victor Johanson is an Investment Advisor Representative with NBS Financial Services, Inc. Robert is a CERTIFIED FINANCIAL PLANNER™ professional. Robert has been in the industry since September 2001 and has been with NBS Financial Services, Inc. since January 2002. Robert provides portfolio management for individuals and businesses, and selection of other advisors. Robert is registered with the state of California. Robert's specializations include asset allocation, investment strategies, retirement planning, and estate planning.
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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CA
06/05/2001 - Present
NBS Financial Services, Inc. (WESTLAKE VILLAGE CA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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