Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Spencer is a financial advisor with Equitable Advisors, LLC. Jeffrey has been in the financial services industry since April 19, 1983. Jeffrey has Series 7, 24, 63 and 65 licenses. Jeffrey is registered to provide investment advice in California, Colorado, Florida, Illinois, Michigan, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, South Carolina, Texas, Washington and Wisconsin. In addition to his work at Equitable Advisors, LLC, Jeffrey also founded Perennial Capital, LLC.
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.
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.
1
2
MI
10/02/2024 - Present
Equitable Advisors, LLC (TROY MI)
MI
08/27/2003 - 06/10/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TRAVERSE CITY MI)
FL
06/16/1998 - 09/09/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
04/20/1983 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 08/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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