Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Gordon Levy is a financial advisor with over 20 years of experience in the industry. Spencer is currently registered with Cbre Capital Advisors, Inc. in New York, Maryland, and Texas. Previously, Spencer worked at Stifel, Nicolaus & Company, Incorporated and Legg Mason Wood Walker, Incorporated. Spencer holds Series 7, 24, 63, 79TO, 99TO, and SIE licenses. Spencer's primary focus is on providing financial advice to individuals and families.
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.
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.
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2
NY
10/05/2009 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
MD
12/01/2005 - 11/19/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
10/06/2000 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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