Unclaimed
Michael Homer is a financial advisor at Financial Advocates Investment Management with over 20 years of experience in the industry. Michael specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Michael is registered with the Securities and Exchange Commission and holds FINRA Series 7 and 66 registrations. Michael is also registered to provide investment advisory services in Washington, Oregon, Arizona, and North Carolina.
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.
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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WA
05/31/2017 - Present
Financial Advocates Investment Management (OLYMPIA WA)
ID
11/08/2002 - 06/01/2017
WADDELL & REED (BOISE ID)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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