Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homer? Claim Your ProfileHomer Scoville Smith is a financial advisor with Integrated Wealth Concepts LLC, an investment advisor registered with the SEC. Homer Smith has been in the financial services industry since 2001, working in various roles at companies such as Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Homer Smith is licensed to offer securities and investment advice in Washington and Texas. Homer Smith holds the Series 7, Series 10, Series 24, Series 66, and SIE licenses. Homer Smith specializes in working with high-net-worth individuals, corporations, and charitable organizations, providing financial planning, portfolio management, and pension consulting services. In addition to working with Integrated Wealth Concepts LLC, Homer Smith is also a member of HWM, LLC and Homer Smith LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WA
11/13/2019 - Present
Integrated Wealth Concepts LLC (Gig Harbor WA)
WA
08/19/2011 - 11/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (BREMERTON WA)
WA
04/30/2010 - 08/31/2011
1ST GLOBAL CAPITAL CORP. (BREMERTON WA)
HI
08/24/2001 - 04/22/2010
AMERIPRISE FINANCIAL SERVICES, INC. (HONOLULU HI)
MN
08/24/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Homer Smith is the right advisor for you? Invested Better is here to help.
