Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Oscar Johnson is a financial advisor who has been in the industry for over 10 years. Russell Oscar Johnson is currently registered with Fidelity Personal And Workplace Advisors. Previously, Russell Oscar Johnson worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Russell Oscar Johnson specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars to clients.
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.
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
CA
07/12/2023 - Present
Fidelity Personal AND Workplace Advisors (MISSION VIEJO CA)
WA
10/01/2012 - 07/21/2022
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHORELINE WA)
BOTH
Issued 08/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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