Unclaimed
Darren Christopher Port is a financial advisor with Spire Wealth Management, LLC, a firm based in McLean, VA. Darren has been in the industry since March 2005 and holds a Series 6, 7, 24, 63, and 65 licenses. Darren provides various financial services, including retirement planning, insurance planning, estate planning, and divorce planning. Darren is also a registered investment advisor in both Minnesota and Wisconsin.
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.
Insurance, retirement & estate planning, divorce planning
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
WI
06/02/2017 - Present
Spire Wealth Management, LLC (Madison WI)
WI
02/22/2005 - 05/23/2017
WADDELL & REED (MADISON WI)
IA
Issued 02/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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