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Feisal Ahmed khan Malik

Spire Wealth Management, LLC

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About Feisal Ahmed khan Malik

Feisal Ahmed khan Malik is a registered representative and investment advisor representative with Spire Wealth Management, LLC. Feisal has been in the financial services industry since 1991 and has experience with a variety of financial products and services. Feisal is licensed in 44 states and the District of Columbia. Feisal holds the Series 6, 7, 24, 31, 51, 63, 65, and 99TO licenses. Feisal has worked at a number of firms including BESTVEST INVESTMENTS, LTD., SIGNATOR INVESTORS, INC., NYLIFE SECURITIES LLC, MML INVESTORS SERVICES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Feisal is currently a Chief Compliance Officer for Spire as a Service (Saas), a business offering of Spire Investment Partners. Feisal specializes in insurance, retirement and estate planning, divorce planning, and financial planning.

Firm Information

Feisal Malik is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Feisal Malik’s Registration & Firm History

VA

11/20/2020 - Present

Spire Wealth Management, LLC (Reston VA)

PA

06/20/2017 - 11/19/2020

BESTVEST INVESTMENTS, LTD. (ALLENTOWN PA)

PA

12/12/2007 - 02/03/2016

SIGNATOR INVESTORS, INC. (ALLENTOWN PA)

PA

02/28/2006 - 11/30/2007

NYLIFE SECURITIES LLC (HORSHAM PA)

MA

02/14/1994 - 12/31/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NJ

02/26/1991 - 03/31/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

02/26/1991 - 03/31/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/05/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2010

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/07/1999

Series 24 - General Securities Principal Examination

BC

Issued 09/18/2023

Series 31 - Futures Managed Funds Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/25/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Feisal Ahmed khan Malik. Review regulatory record here.
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