Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Michael Devito is a financial advisor with UBS Financial Services Inc. Spencer has been in the industry since 2021. He has licenses and registrations in Colorado, District of Columbia, Florida, Louisiana, Maryland, New Jersey, Ohio, and Puerto Rico. Spencer has a Series 63 and Series 7TO license, and is registered with FINRA. Spencer has a strong track record of providing financial advice to individuals and families. Spencer specializes in providing financial planning, investment management, and retirement planning 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.
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.
See schedule d - miscellaneous
1
2
NJ
12/17/2024 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BC
Issued 08/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Spencer Devito is the right advisor for you? Invested Better is here to help.
