Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Merrill Jones is a registered representative with LPL Financial LLC, with offices in Fresno, CA. Spencer has been in the financial services industry since May 31, 2022 and holds the Series 7TO, Series 66 and SIE licenses. Spencer is also registered with the states of California, Georgia, Oregon and Texas. Spencer specializes in financial planning, portfolio management, and pension consulting. Spencer has a strong commitment to providing personalized service and helping clients achieve their financial goals. Spencer also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CA
07/07/2022 - Present
LPL Financial LLC (FRESNO CA)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Spencer Jones is the right advisor for you? Invested Better is here to help.
