Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Lovejoy is a financial advisor registered with the state of Massachusetts, and holds the Series 7, Series 24 and Series 63 licenses. Spencer has been in the financial services industry since 2012, and has worked for Fidelity Brokerage Services LLC and Fidelity Distributors Co. LLC. Spencer currently works for National Financial Services LLC, Fidelity Brokerage Services LLC and Fidelity Distributors Co. LLC.
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.
1
2
MA
07/13/2022 - Present
National Financial Services LLC (BOSTON MA)
MA
12/15/2015 - 01/27/2022
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
RI
08/07/2012 - 11/06/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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