Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Leigh Johnson is an investment advisor representative at Osaic Wealth, Inc. with 26 years of experience in the industry. Suzanne has a strong background in investment management and financial planning, and is dedicated to providing personalized financial advice to clients. Suzanne has a proven track record of success in helping clients achieve their financial goals.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (STATE COLLEGE PA)
PA
03/22/2019 - 06/14/2024
SECURITIES AMERICA, INC. (STATE COLLEGE PA)
PA
08/15/2005 - 03/25/2019
NEXT FINANCIAL GROUP, INC. (STATE COLLEGE PA)
TX
05/19/2000 - 05/23/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/25/1997 - 09/08/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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