Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Parrish is a financial professional with over 20 years of experience in the industry. Spencer is currently registered with Next Financial Group, Inc. and holds the Series 6, Series 27, Series 63, Series 99TO and SIE licenses. Spencer has a strong background in investment company products, variable contracts, financial planning, and portfolio management. Spencer is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
07/02/2018 - Present
Next Financial Group, Inc. (HOUSTON TX)
TX
06/17/2002 - 06/05/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/18/2000 - 09/26/2001
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 02/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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