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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Bloom is a financial advisor with Spire Wealth Management, LLC. He is an Investment Advisor Representative for Spire Wealth Management, LLC in Pennsylvania. Norman has been in the industry since 1963. He has a broad range of experience, having previously worked at firms such as UBS Financial Services Inc. and Paine, Webber, Jackson & Curtis Incorporated. He has a wide range of licenses and registrations, including Series 7, 63, 52, 53, 10, 24, 9, 4, 00, 12, and SIE. Norman's areas of specialization include retirement planning, insurance, financial planning, and estate 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.
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.
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2
VA
05/06/2009 - Present
Spire Wealth Management, LLC (MCLEAN VA)
PA
02/07/1974 - 05/05/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
NA
02/07/1974 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
07/02/1973 - 04/14/1974
DUPONT WALSTON, INCORPORATED
NA
07/23/1963 - 11/17/1973
DUPONT GLORE FORGAN & CO
BC
Issued 04/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 06/11/1973
Series 00 - General Securities Principal Examination
BC
Issued 03/27/1972
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/31/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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