Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Winston Johnson is a financial advisor with over 25 years of experience in the financial services industry. Johnson is currently registered with Cetera Investment Advisers LLC. Johnson has held prior registrations with First Allied Securities, Inc., Morgan Stanley DW Inc. and Robert W. Baird & Co. Incorporated. Johnson is a Series 7, Series 24, Series 51, Series 63, Series 65 and Series 99TO licensed representative and provides financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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.
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
AZ
11/12/2020 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
MI
03/03/2003 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUSKEGON MI)
NY
10/13/2000 - 12/03/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
WI
12/18/1995 - 10/04/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/16/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 8/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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