Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Andrew robal Johnson is a registered representative of Morgan Stanley and has been in the industry since 2016. Spencer is a Series 7 and 63 licensed professional, and holds a Series 65 license. Spencer is a registered investment advisor in Florida and Texas. Spencer has previous experience at TAVIRA SECURITIES US LLC and Credit Suisse Securities (USA) LLC. Spencer has been with Morgan Stanley since 2017 and specializes in working with a wide range of clients including high-net-worth individuals, corporations, pension funds, and charitable organizations. Morgan Stanley has over $10 billion in assets under management and offers a wide range of investment products and services, including financial planning, portfolio management, and asset allocation.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
FL
08/24/2017 - 09/22/2017
TAVIRA SECURITIES US LLC (MIAMI FL)
NY
11/09/2015 - 03/24/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/16/2005 - 07/29/2005
MJQ SECURITIES CORP. (NEW YORK NY)
IA
Issued 01/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
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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