Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Jay David is a registered representative with M Holdings Securities, Inc. and Integrated Wealth Services, Inc.. Spencer is a financial professional based in Coral Gables, Florida, with over 25 years of experience in the industry. Spencer is also registered in several states, including California, Florida, Georgia, Illinois, Massachusetts, New York, and Wisconsin. Spencer offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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2
FL
08/05/2004 - Present
M Holdings Securities, Inc. (CORAL GABLES FL)
FL
08/17/2000 - 12/19/2003
INVESTACORP, INC. (MIAMI FL)
WI
01/07/1998 - 09/05/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
11/28/1997 - 09/05/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 09/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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