VJ
Valerie Johnson
Wealth Planning Supervisor at Axtella
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Work Experience
Wealth Planning Supervisor
Apr 2022 - Present · 2 years and 8 months
Case Planner
Nov 2015 - Present · 9 years and 1 months
Parkland Securities, LLC
Case Planner
Nov 2015 - Present · 9 years and 1 months
Company Details
51-200 Employees
Axtella supports the financial network of broker-dealers Sigma Financial Corporation and Parkland Securities, LLC, and a registered investment advisor, Sigma Planning Corporation, and serves a growing network of experienced financial professionals. Led by owner and CEO Jerry Rydell and President Brandon Rydell, Axtella boasts over four decades of industry leadership, merging tradition with innovation in the services and tools it provides its network of advisors. Its unique, independent structure fosters collaboration, emphasizes advisor autonomy, and delivers customized solutions. Axtella offers comprehensive technology support, advisor growth resources, education, and comprehensive advisor succession solutions.
Year Founded
1983
Social Media
Linkedin
Industry
Financial Services
HQ Location
300 Parkland Plaza Ann Arbor, MI 48103, US
Keywords
financial servicesbroker-dealerinvestmentsregistered representativesFINRAcompliancefinancial technologysset managementwealth managementretirement planning
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