Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Johnson is a financial advisor with over 23 years of experience in the industry. William Thomas Johnson is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services LLC. William Thomas Johnson has a wide range of experience working with individuals, high-net-worth individuals, corporations, and other businesses. William Thomas Johnson holds a Series 66, Series 31, and Series 7 license.
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.
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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2
FL
10/01/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
08/31/2018 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
06/01/2009 - 09/04/2018
MORGAN STANLEY (BOCA RATON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
04/05/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
BOTH
Issued 06/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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