Individual Firm
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MATTHEW DEAN JOHANSEN
MATTHEW JOHANSEN
CRD#: 4046669
IA
B
ADVICE AND PLANNING SERVICESCRD#: 20472 6767 N. Wickham Road
Office #F
Melbourne, FL 32940
Office #F
Melbourne, FL 32940
0
Disclosures
25
Years of Experience
View By:
State Registrations
B
Arizona 11/5/2019
B
Minnesota 1/12/2015
B
California 8/22/2018
B
Nevada 10/25/2024
B
Colorado 12/11/2020
B
New Mexico 7/13/2015
B
Connecticut 7/27/2020
B
New York 6/22/2015
B
Florida 1/12/2015
B
North Carolina 5/18/2016
IA
Florida 1/14/2015
B
Ohio 9/16/2022
B
Georgia 5/9/2024
B
Oregon 4/8/2022
B
Hawaii 11/29/2018
B
Pennsylvania 8/22/2018
B
Illinois 5/23/2023
B
Tennessee 1/2/2024
B
Kansas 1/30/2024
B
Texas 8/22/2018
B
Maine 6/22/2015
B
Washington 12/16/2020
B
Massachusetts 6/22/2023
B
Wisconsin 10/25/2024
B
Michigan 5/15/2019
SRO Registrations
B
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IA
Registered with this firm since 1/14/2015
B
Registered with this firm since 1/12/2015
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/03/2014 - 12/15/2014 | WAYZATA, MN | |
B | 08/29/2003 - 12/15/2014 | WAYZATA, MN | |
B | 07/01/2003 - 09/10/2003 | ST. LOUIS, MO | |
B | 12/23/1999 - 07/01/2003 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.