Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Patrick Fields is a financial advisor at Raymond James Financial Services Advisors, Inc. Spencer is a Certified Financial Planner and has been in the financial services industry for over 10 years. Spencer is registered with the state of Illinois and Texas. Spencer has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Spencer specializes in providing financial planning, portfolio management and retirement planning services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/20/2022 - Present
Raymond James Financial Services Advisors, Inc. (URBANA IL)
BC
Issued 09/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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