Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyler? Claim Your ProfileKyler Jared Spencer is a financial advisor with AssuredPartners Investment Advisors, a firm with offices in Tampa, Florida, and Nashville, Illinois. Kyler has been working in the financial services industry since July 2017. Kyler is registered with the state of Illinois and holds the Series 66, Series 7, and SIE licenses. Kyler is a Certified Financial Planner and is also a member of the National Association of Insurance and Financial Advisors Illinois Chapter. Kyler specializes in financial planning, portfolio management, and educational seminars.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
IL
08/01/2024 - Present
Assuredpartners Investment Advisors (Nashville IL)
IL
07/28/2017 - 08/02/2024
KESTRA INVESTMENT SERVICES, LLC (NASHVILLE IL)
BOTH
Issued 01/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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