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
- Â
Available

Anneliese Margot Johnson
Investment Adviser, ANNELIESE M JOHNSON FINANCIAL SERVICES, LLC.
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
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
Reach out to get started
