Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Homer is a financial advisor with over 28 years of experience in the financial services industry. John currently works with Portside Wealth Group, LLC. He is a Chartered Financial Consultant and holds the Series 6, Series 63 and SIE licenses. John has experience with various investment products and services. John has served clients including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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
UT
05/02/2023 - Present
Portside Wealth Group, LLC (Salt LakeCity UT)
UT
07/01/2020 - 04/26/2023
DFPG INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
06/11/2019 - 06/30/2020
KMS FINANCIAL SERVICES, INC. (Salt Lake City UT)
UT
11/22/1994 - 06/19/2019
FIRST WESTERN ADVISORS (HOLLADAY UT)
UT
11/07/1994 - 11/29/1994
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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