Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Mark Spencer is a registered investment advisor representative with J. W. Cole Advisors, Inc. Paul has been working in the financial industry since 2006. Paul is licensed to conduct business in Alabama, Florida, Georgia, Michigan, South Carolina and Texas. Paul is a registered investment advisor representative in South Carolina. Paul is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Paul specializes in providing financial planning services, portfolio management for businesses and individuals, and hourly & fixed rate consulting. Paul is a board member of Spring Valley HOA.
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.
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.
Hourly & fixed rate consulting
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.
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2
SC
01/14/2010 - Present
J. W. Cole Advisors, Inc. (Columbia SC)
SC
11/14/2006 - 01/11/2010
LPL FINANCIAL CORPORATION (COLUMBIA SC)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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