Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farrell? Claim Your ProfileFarrell Griswold is an Investment Advisor Representative at Aspire Wealth Advisors, LLC. Farrell has been in the industry for 12+ years and is registered in California and Oregon. Farrell is a licensed professional and holds the Series 7, Series 66 and SIE licenses. Farrell's areas of specialization include Retirement Planning and Financial Planning.
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.
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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01/25/2024 - Present
Aspire Wealth Advisors, LLC (BEND OR)
OR
07/16/2010 - 06/09/2017
WELLS FARGO CLEARING SERVICES, LLC (BEND OR)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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