Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Johnson is a financial advisor with over 23 years of experience in the financial services industry. Robert is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Robert has been a registered representative of Kestra Investment Services, LLC since June 2017. Prior to that, he worked as a Registered Representative and Financial Advisor for CADARET, GRANT & CO., INC. from February 2009 to June 2017. Robert specializes in providing financial planning, portfolio management, and pension consulting services. Robert is dedicated to helping clients achieve their financial goals through personalized financial strategies.
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.
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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TX
06/21/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
06/28/2017 - 06/17/2022
KESTRA INVESTMENT SERVICES, LLC (CRANBURY NJ)
NJ
02/11/2009 - 06/28/2017
CADARET, GRANT & CO., INC. (CRANBURY NJ)
NJ
01/04/2001 - 02/11/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAMILTON NJ)
MN
01/04/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/02/1999 - 12/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/1999 - 12/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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