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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Izzo Johnson is a financial advisor with over 10 years of experience in the industry. Whitney is currently registered with Commonwealth Financial Network, where Whitney has been since July 2014. Prior to joining Commonwealth Financial Network, Whitney was employed by J.W. COLE FINANCIAL, INC., FINANCIAL ADVISERS OF AMERICA, LLC. Whitney holds Series 4, 7, 24, 52TO, 53, 63, and 65 licenses and is registered to provide advisory services in Massachusetts.
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.
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2
MA
07/15/2014 - Present
Commonwealth Financial Network (WALTHAM MA)
CA
05/10/2013 - 07/08/2014
J.W. COLE FINANCIAL, INC. (CARLSBAD CA)
CA
03/02/2012 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
CA
11/12/2010 - 11/22/2011
FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)
IA
Issued 09/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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