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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Ferris is a financial advisor with Spire Wealth Management, LLC based in MONONA, WI. Robert Ferris has been in the financial services industry since 2010. Robert John Ferris holds Series 7, Series 63, and Series 65 licenses. Robert John Ferris is also registered to conduct business in Alabama, Illinois, Maryland, Mississippi, North Dakota, Ohio, South Dakota, Texas and Wisconsin. Robert John Ferris has worked for Cabot Lodge Securities LLC, Allied Beacon Partners, Inc., and American Beacon Partners, Inc. in the past. In addition to Robert Ferris's current role at Spire Wealth Management, LLC, Robert John Ferris is also an Investment Advisor Representative for Spire Wealth Management, LLC. and owns a DBA called Tota Vita Financial Associates.
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
WI
11/01/2019 - Present
Spire Wealth Management, LLC (MONONA WI)
WI
07/16/2013 - 11/19/2019
CABOT LODGE SECURITIES LLC (MONONA WI)
WI
02/22/2011 - 07/17/2013
ALLIED BEACON PARTNERS, INC. (MONONA WI)
WI
04/30/2010 - 02/22/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
IA
Issued 05/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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