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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Matthew Johnson is a financial professional with over 20 years of experience in the financial services industry. Johnson is currently a Registered Representative and Investment Advisor Representative with MAI Capital Management, LLC. Prior to joining MAI Capital Management, LLC, Johnson was associated with MML Investors Services, LLC and WCG Wealth Advisors, LLC. Johnson specializes in providing financial planning services to individuals, businesses, corporations, trusts and charitable organizations. Johnson is licensed in several states including Connecticut, Florida, Maine, New Hampshire, New Jersey, New York, Pennsylvania, Vermont 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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
07/11/2024 - Present
MAI Capital Management, LLC (Bradenton FL)
PA
12/04/2000 - 12/19/2016
MML INVESTORS SERVICES, LLC (NEW CASTLE PA)
IA
Issued 08/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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