Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Gray is a financial advisor based in Westerly, Rhode Island. Spencer is registered to provide investment advice in Connecticut, Maine, Massachusetts, New Hampshire, and Rhode Island. Spencer is associated with J.P. Morgan Securities LLC, a firm headquartered in New York, NY, with over $249 billion in assets under management. Spencer is a licensed agent and has passed the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE). Spencer is also a registered representative with FINRA.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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RI
06/26/2023 - Present
J.p. Morgan Securities LLC (Westerly RI)
BC
Issued 07/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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