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 funkhouser Griffin is a financial advisor located in ST. PETERSBURG, FL. Spencer is a registered representative of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. and holds Series 63, SIE and Series 7 licenses. Spencer has been in the financial services industry for over 5 years. Prior to joining Raymond James, Spencer was a financial advisor with T. ROWE PRICE INVESTMENT SERVICES, INC. in TAMPA, FL. Spencer specializes in a variety of financial services, including portfolio management for individuals, financial planning, and pension consulting. Spencer provides financial advice to high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions.
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.
Please see note in schedule d - miscellaneous
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
FL
01/23/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/15/2015 - 01/10/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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