Unclaimed
Todd Johnson is a financial advisor with Cetera Investment Advisers LLC. Todd has been a registered representative for over 20 years and has a Series 7, Series 66, and SIE licenses. He is also registered with the state of California as both a broker and an investment advisor. Todd has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. He provides financial planning, portfolio management, and other advisory services to his clients. Todd Johnson is committed to helping his clients reach 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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
BOTH
Issued 11/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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