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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Clay Spencer is a registered Investment Advisor Representative in Michigan with Secure Asset Management, LLC. Eric is associated with this firm since 2015. Eric has been in the industry for over 20 years, previously working for firms such as Morgan Stanley, Professional Asset Management, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eric has experience in portfolio management for individuals and has Series 63, Series 66 and Series 7 licenses. Eric specializes in providing financial planning and pension consulting services.
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.
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.
Solicitor for 3rd party money managers
1
2
MI
09/24/2015 - Present
Secure Asset Management, LLC (Bloomfield MI)
MI
11/03/2010 - 02/27/2013
MORGAN STANLEY (BIRMINGHAM MI)
MI
11/12/2003 - 11/03/2010
PROFESSIONAL ASSET MANAGEMENT, INC. (BLOOMFIELD HILLS MI)
CA
04/15/2003 - 11/04/2003
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
08/29/2000 - 05/15/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/05/1998 - 09/05/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
01/14/1997 - 01/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
06/05/1996 - 01/13/1997
PROFESSIONAL ASSET MANAGEMENT, INC. (TROY MI)
MI
05/15/1996 - 06/04/1996
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
FL
03/14/1996 - 05/03/1996
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
03/07/1996 - 03/18/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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