Daniel Johnson Email & Phone Number
Director of Advisor Strategy @ Private Advisor Group
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Daniel Johnson Location
- Charlotte, NC, US
Daniel Johnson Work
- 2026 -now Director of Advisor Strategy @
- 2022 -2025 Senior Vice President - Trading and Operations @ Osaic
- 2016 -2022 Senior Vice President - Service, Trading and Operations @
- 2010 -2016 Vice President - Service, Trading and Operations @
- 2007 -2010 Assistant Vice President, Service @
- 2006 -2007 Wealth Management Client Relationship Specialist @
Daniel Johnson Education
- Queens University of Charlotte
MBA (Concentration in Finance)
- Winthrop University
BS in Business Management
Daniel Johnson Skills
- Series 7
- Financial Planning
- Certified Financial Planner
- CFP®
- Series 63
- Wealth Management
- FINRA
- Strategic Financial Planning
- Securities
- Series 65
- Mutual Funds
- Leadership
- Project Management
- Investments
- Management
- Asset Allocation
- Financial Services
- Retirement
- Retirement Planning
- Series 6
- Digital Painting
- Video Production
- Final Cut Studio
- Animation
- Video Editing
- Cfp
- Motion Graphics
- Video
- Illustration
- Cinema 4d
- Final Cut Pro
- Film
- After Effects
- Adobe Creative Suite
- Stop Motion
- Risk Management
- Post Production
Daniel Johnson Summary
- Daniel Johnson, based in Charlotte, NC, US, is currently a Director of Advisor Strategy at Private Advisor Group. Daniel Johnson brings experience from previous roles at Osaic and LPL Financial. Daniel Johnson holds a MBA (Concentration in Finance) @ Queens University of Charlotte. With a robust skill set that includes Series 7, Financial Planning, Certified Financial Planner, CFP®, Series 63 and more. Daniel Johnson has 2 emails and 3 mobile phone numbers on RocketReach.
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