Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Spicer is a financial advisor with Raymond James Financial Services Advisors, Inc. Jeffery has been in the financial industry for over 20 years. Jeffery is registered to provide financial advice in Connecticut, Florida, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Jeffery offers a variety of services including financial planning, portfolio management, and pension consulting. Prior to joining Raymond James Financial Services Advisors, Inc., Jeffery worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and NatCity Investments, Inc. Jeffery holds Series 7, 63, 65, and 66 securities licenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
09/17/2013 - Present
Raymond James Financial Services Advisors, Inc. (AKRON OH)
OH
08/26/2005 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
OH
06/24/1999 - 09/12/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
03/19/1996 - 06/29/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/11/1994 - 02/29/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/22/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Spicer is the right advisor for you? Invested Better is here to help.
