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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Lynn Johnson is an investment advisor representative for United Advisor Group. Sydney has been a registered investment advisor since 2022, holds a Series 65 license and specializes in Retirement Planning, Estate Planning, College Savings, Insurance, and Financial Planning. Sydney is registered with the state of Arizona and Texas.
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.
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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OH
09/11/2024 - Present
United Advisor Group (CINCINNATI OH)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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