Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Laurence Halliday is a financial advisor with over 30 years of experience in the industry. Spencer is currently registered with Osaic Wealth, Inc. and has been with the firm since November 2018. Prior to joining Osaic Wealth, Inc., Spencer was affiliated with Signator Investors, Inc. and MONY Securities Corporation. Spencer holds the Series 6 and Series 63 licenses and has been a registered representative in Michigan and Florida. Spencer is also a licensed investment advisor in the state of Michigan. Spencer specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MI
05/24/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
NY
09/23/1985 - 05/10/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 09/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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