Unclaimed
Robin Carl Johnson is a financial advisor with over 40 years of experience in the industry. Robin holds licenses for securities, investment advising, and investment company products. Robin is a registered representative with Osaic Wealth, Inc., and is also a Chartered Financial Consultant. Robin has prior experience with Woodbury Financial Services, Inc., and several other firms. Robin has a strong commitment to providing financial advice and guidance to individuals, businesses, and organizations. Robin's experience includes financial planning, pension consulting, educational seminars, and portfolio management. Robin serves clients in Arizona, Colorado, Florida, Idaho, Oregon, Texas, Utah, and Washington.
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
WA
01/19/2024 - Present
Osaic Wealth, Inc. (MOUNT VERNON WA)
WA
10/28/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MOUNT VERNON WA)
CT
11/19/1981 - 01/02/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
04/02/1985 - 09/23/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/28/1979 - 09/23/1996
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/28/1979 - 09/23/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/27/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/10/2004
Series 65 - Uniform Investment Adviser Law 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 03/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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