Unclaimed
Michael Victor Spino is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Michael Victor Spino is a Certified Financial Planner and has been active in the industry since 2001. Michael Victor Spino provides a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Michael Victor Spino holds registrations with the state of Washington as both a Registered Representative (RA) and an Investment Advisor Representative (IAR). Michael Victor Spino has a strong track record of working with a wide range of clients, including individuals, corporations, and charitable organizations.
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
WA
02/05/2008 - Present
Edward Jones (SEATTLE WA)
BOTH
Issued 01/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
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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