Unclaimed
Vera Johnson is a financial advisor with over 20 years of experience in the financial services industry. Vera currently works at Fifth Third Securities, Inc. Vera has a diverse background and has previously worked for LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC. Vera provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Vera is registered with the state of Michigan and Ohio, and holds the Series 7, Series 31, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Vera is also a Certified Financial Planner™ and a Chartered Financial Consultant.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/06/2019 - Present
Fifth Third Securities, Inc. (MONROE MI)
MI
10/11/2011 - 03/03/2017
LPL FINANCIAL LLC (MONROE MI)
MI
01/24/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MONROE MI)
MI
02/03/2006 - 01/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
NY
01/29/2001 - 02/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/22/2000 - 01/04/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 5/1/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 9/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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