Unclaimed
Landon Kris Spilsbury is a financial advisor currently working with Edward Jones. Landon has been in the financial services industry since October 28, 2004. Landon is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 63 licenses. Landon also holds the Securities Industry Essentials (SIE) exam and has earned the Certified Financial Planner designation. Landon specializes in retirement planning, education planning, insurance, estate planning and long-term care.
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.
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.
See schedule d - miscellaneous
1
2
AZ
10/03/2014 - Present
Edward Jones (SIERRA VISTA AZ)
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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