Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Johnson is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Steven has been in the securities industry since 2005. Steven holds Series 6, 7, 63 and 65 licenses. Steven is registered to provide investment advice in California, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, New Hampshire, and Virginia. In addition to providing investment advice, Steven also works as an independent insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
09/26/2016 - Present
Cambridge Investment Research Advisors, Inc. (Wakefield MA)
MA
05/12/2014 - 07/14/2016
MORGAN STANLEY (WALTHAM MA)
MA
09/19/2012 - 04/23/2014
SANTANDER SECURITIES LLC (CAMBRIDGE MA)
MA
03/26/2012 - 09/19/2012
LPL FINANCIAL LLC (CAMBRIDGE MA)
MA
08/10/2005 - 04/03/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 11/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Johnson is the right advisor for you? Invested Better is here to help.
