Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun Stephen Johnson is a financial advisor with Fiera Capital Inc. with over 5 years of experience in the industry. Shaun is registered as a Broker-Dealer and Investment Advisor Representative in 51 states and is a Series 3, 6, 7, 63 and 65 licensed individual. Shaun has extensive experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Shaun specializes in providing financial advice and portfolio management services to clients with a focus on investments in equities, fixed income, mutual funds, and ETFs. Shaun also has experience in providing financial planning services 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/06/2023 - Present
Fiera Capital Inc. (San Diego CA)
CA
01/02/2019 - 10/20/2023
PIMCO INVESTMENTS LLC (SOLANA BEACH CA)
CA
08/29/2018 - 12/31/2018
FORESIDE FUND SERVICES, LLC (Solana Beach CA)
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2020
Series 3 - National Commodity Futures Examination
BC
Issued 05/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shaun Johnson is the right advisor for you? Invested Better is here to help.
