Unclaimed
Spence Sedacca is a financial advisor with Edward Jones, a well-established firm with a strong reputation for providing comprehensive financial services. Spence has been in the financial industry for over a decade and brings valuable experience and knowledge to his role. He is dedicated to helping clients achieve their financial goals and provides personalized guidance tailored to their individual needs. Spence is committed to building long-term relationships with clients and provides ongoing support to ensure they feel confident in their financial decisions.
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
CO
02/03/2024 - Present
Edward Jones (FORT COLLINS CO)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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