Unclaimed
Spencer R. Jones is a financial professional registered with Northwestern Mutual Investment Services, LLC in Dallas, Texas. Spencer has been working in the industry since 2024 and is currently licensed to sell a range of financial products. Spencer holds the Series 6TO and SIE licenses and has experience working in financial services. Spencer has been with Northwestern Mutual Investment Services, LLC since 2024. The firm has a strong focus on individual investors and provides various investment and financial 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
08/12/2024 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
BC
Issued 08/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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