Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Spray is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Innovation Partners LLC, where Jeffrey specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for individuals and businesses. Jeffrey holds the Series 7, 63, and 66 licenses, as well as the SIE exam. Previously, Jeffrey was associated with FNEX Capital, LLC, Piper Jaffray & Co., Banc of America Securities LLC, NationsBanc Capital Markets, Inc., NationsBanc Securities, Inc., and NationsBanc Securities of Georgia, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/26/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
IN
08/06/2020 - 05/26/2021
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MN
09/22/2010 - 10/07/2019
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
12/22/1998 - 04/01/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/26/1992 - 09/17/1996
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
MA
03/31/1992 - 10/26/1992
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
11/06/1990 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
BOTH
Issued 10/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Spray is the right advisor for you? Invested Better is here to help.
