Hello! I'm

Anneliese
Margot Johnson

About Me

Financial Consultant based in United States

With over 18 years of experience working with four prestigious firms in the United States, I have accumulated enough experience to manage & improve your investment portfolio. I have successfully passed five brokerage examinations and gotten license registrations in over thirty-eight states.

I have a stellar track record of meeting & exceeding the financial targets of my numerous clients, you can read some of my client reviews below. If you are willing to learn how to take calculated risks and elaborately implement multiple trading strategies to ensure consistent profit in the financial markets, I will invest my time and substantial experience in making sure you succeed financially.

Name Occupation

  • Anneliese Margot Johnson

    Investment Adviser

Freelance

     
  • Available

Anneliese Margot Johnson

Investment Adviser, ANNELIESE M JOHNSON FINANCIAL SERVICES, LLC.

Years of Experience
0
Worldwide Clients
0 +
Portfolios Handled
0 K+

Work Experience

My Experience

I have Eighteen years of experience working with five brokerage/investment firms in the United States.

LPL FINANCIAL, LLC (CRD#:6694)

07/2021 - Present
Registered | Representative

ANNELIESE M JOHNSON, LLC (CRD#:793)

01/2014 - Present Managing Member | Investment Adviser

VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES (CRD#:10582)

06/2006 - 07/2021 (15 years)
INSURANCE AGENT

WADDELL & REED, INC (CRD# 12984)

05/2006 - 07/2021 (15 year)
ASSOCIATED PERSON

Anneliese Margot Johnson

My Examinations

I have successfully passed five brokerage qualification examinations.

Series 66 - Uniform Combined State Law Examination

State Securities Law Exam)
( AUG 03, 2006 )

SIE - Securities Industry Essentials Examination

General Industry/Products Exam
( Oct 1, 2018 )

Series 7 - General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam
( Jul 15, 2006 )

Anneliese Margot Johnson

SRO Registrations

99%
FINRA

My Services

What I Do for my Clients

Financial Consulting

Digital Assets Trading

Crypto Currency

Investment Advisory

Stock Brokerage & Analysis

What Clients Say

What Clients Say

Anneliese is a genius when it comes to crypto investing. Her insights are invaluable, and her guidance has helped me make informed decisions. 5/5 stars!

evelyn owen

I was skeptical about investing in crypto, but Anneliese put my mind at ease. Her expertise and patience made all the difference. Highly recommend!” 5/5 stars

henry max

Anneliese’s brokerage services are top-tier. She’s always available to answer questions and provide updates. My portfolio has never looked better!” 5/5 stars

Richard Christopher

Contact Me

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Because you deserve to shine.

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