Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael West is a financial advisor registered with Flatrock Wealth Partners LLC and has been in the industry since 1998. John is based in Newport Beach, California. John holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE designation. John is a Chartered Financial Analyst and has experience working with high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/26/2023 - Present
Flatrock Wealth Partners LLC (NEWPORT BEACH CA)
CA
02/11/2021 - 05/12/2021
FORESIDE FINANCIAL SERVICES, LLC (Newport Beach CA)
WA
01/14/1998 - 10/31/2005
SPRING STREET SECURITIES, INC. (SEATTLE WA)
BC
Issued 03/18/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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