Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne is an investment advisor representative with SPC. Robert has been in the securities industry since March 5, 1981. Robert currently holds registrations with the state of Illinois as an investment adviser representative. Robert is also registered as a broker-dealer in 17 states. Robert has passed the Series 63, Series 65, Series 6, Series 22, and SIE exams. SPC is a registered investment advisor based in Ann Arbor, Michigan. SPC provides a range of financial services, including financial planning, portfolio management, and consultation services. The firm manages over $5.5 billion in assets for clients across various sectors, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Seminar attendance fees
1
2
IL
10/08/1998 - Present
SPC (LAKE BLUFF IL)
IN
03/06/1981 - 10/26/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/04/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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