Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Pomeroy is a financial advisor with Kestra Advisory Services, LLC. John has been in the financial industry since 1999 and has worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. John offers a range of services to his clients, including financial planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
TX
09/15/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
02/26/2010 - 09/27/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAUPPAUGE NY)
NY
05/29/2007 - 03/11/2010
CITIGROUP GLOBAL MARKETS INC. (BAYSHORE NY)
NY
09/05/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (BAYSHORE NY)
NJ
01/12/1999 - 09/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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