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DJ

Deborah K. Johnson

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CRD#: 2186566
DJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Kay Johnson, who also goes by Debbie Kay Johnson, Debbie Johnson, was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 1991. Deborah had worked at 9 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Debbie Kay Johnson | Debbie Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 27, 2013 - December 18, 2013

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
PHOENIX, AZ
Past

June 11, 2013 - December 18, 2013

BBVA SECURITIES INC.

BD
CRD#: 27060
PHOENIX, AZ
Past

June 4, 2009 - October 11, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SUN CITY, AZ
Past

May 4, 2009 - October 11, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SUN CITY, AZ
Past

July 4, 2007 - October 23, 2007

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
CHANDLER, AZ
Past

July 6, 2005 - October 11, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

July 6, 2005 - October 11, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

October 30, 2002 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
SCOTTSDALE, AZ
Past

June 20, 1997 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

August 19, 1996 - April 17, 1997

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

January 24, 1996 - August 19, 1996

FIRST INTERSTATE INVESTMENTS,INC.

BD
CRD#: 17101
Past

July 14, 1994 - June 14, 1995

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

December 11, 1991 - June 21, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/13/2009
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


PM
PNC MANAGED ACCOUNT SOLUTIONS, INC.
ALFRED B. BRADY III | THOMAS E. SAMUELS JR. | SURESH RAGHAVAN | STAVIS MARGOLIS ADVISORY SERVICES INC | ROY T. MANICOM | RICHARD SAETTONE | PNC MANAGED ACCOUNT SOLUTIONS, INC. | MICHAEL SANDEEN | MARY K. MARGOLIS | GERRALD GIBLIN | GAIL VAN NEST | FRANK POHAR | EDWIN TREY MAXWELL | DEBORAH MCCULLY STAVIS | DAVID BUSBEE | CLAYTON COOKE | BBVA WEALTH SOLUTIONS INC.

CRD#: 110476 / SEC#: 801-56131

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Contact information


Main Address
2200 Post Oak Blvd., Houston, TX 77056-4700
Mailing Address
1900 East Ninth Street, Cleveland, OH 44114
Phone number
(800) 762-6111
Established
Firm type
Fiscal year end
# of Employees
21

Documents


Latest Form ADV

Part 2 Brochures

PNC GLOBAL DIRECTIONS FORM ADV PART 2A (3/31/2023)

Regulatory assets under management


Total Number of Accounts768
AUM (Assets Under Management)$ 588,442,024

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD#: 110476

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