Rebecca L. Johnson,  CFP<sup>&reg;</sup> - Financial Advisor

Rebecca L. Johnson, CFP®

CLU®, APMA®

Private Wealth Advisor

Ameriprise Financial Services, Inc.

13830 Ballantyne Corporate Place, Suite 200
Charlotte, NC 28277
FINANCIAL ADVISOR'S WEBSITE
(704) 916-6920 CONNECT WITH Rebecca
  • linkedin link

General

Rebecca Johnson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - APMA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with name design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Variable annuities are insurance products that are complex long-term investment vehicles that are subject to market risk, including potential loss of principal invested. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2018 Ameriprise Financial, Inc. All rights reserved.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Women's Finances

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