Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Johnson is a financial advisor who has been in the industry since 2013. William is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in Ohio and Texas. William is also registered as an investment advisor in Ohio and Texas. Previously, William worked as a financial advisor at Edward Jones and J.P. Morgan Securities LLC. William has a variety of licenses and certifications, including the Series 6, Series 7, Series 66, and the SIE. William has expertise in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation services
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
OH
09/08/2022 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
01/29/2015 - 09/09/2022
EDWARD JONES (MARYSVILLE OH)
OH
05/27/2013 - 02/18/2015
J.P. MORGAN SECURITIES LLC (WORTHINGTON OH)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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