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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spiro? Claim Your ProfileSpiro Garbis is a financial advisor with Ameriprise Financial Services, LLC. Spiro has been in the financial services industry since April 1992. Spiro has a strong background in investment management and financial planning and is committed to helping clients achieve their financial goals. Spiro has a wide range of experience working with a diverse clientele including individuals, families, businesses and charitable organizations. Spiro is registered to provide investment advice and securities transactions in multiple states.
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.
Asset allocation 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.
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2
IL
02/10/2012 - Present
Ameriprise Financial Services, LLC (DOWNERS GROVE IL)
IL
03/31/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NAPERVILLE IL)
MO
01/02/2001 - 04/28/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
04/08/1992 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 04/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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