Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer James Orr is a financial advisor with Madison Avenue Securities, LLC. Spencer has been a registered representative in the financial services industry since 2019 and holds both Series 7 and Series 66 licenses. Spencer provides financial planning and investment management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Spencer has experience with a variety of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds, and annuities. Prior to joining Madison Avenue Securities, LLC, Spencer worked at Edward Jones, a national financial services firm.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
12/17/2024 - Present
Madison Avenue Securities, LLC (Albuquerque NM)
AZ
09/15/2021 - 12/19/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
NM
04/17/2019 - 02/08/2021
EDWARD JONES (ALBUQUERQUE NM)
BOTH
Issued 05/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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