Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynn danforth Johnson is an active investment advisor representative with Osaic Wealth, Inc.. Stephanie has been working in the financial industry since October 1999. Stephanie is registered in 22 states, including Georgia, Minnesota, North Dakota, and Texas. Stephanie has held several past positions with various financial institutions, including CETERA ADVISOR NETWORKS LLC, JRA FINANCIAL ADVISORS, and ADVISORNET FINANCIAL INC. DBA ADVISORNET FINANCIAL PARTNERS. Stephanie holds licenses for Series 6, 7, 63, and 66 securities exams. Stephanie provides fixed insurance services to clients on an as-needed basis and provides managed services to other businesses. Stephanie is a financial advisor with Osaic Wealth, Inc. and Johnson Wealth Management, LLC DBA Encore Financial.
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
MN
07/28/2023 - Present
Osaic Wealth, Inc. (PLYMOUTH MN)
MN
10/04/1999 - 05/14/2021
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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