Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Spencer is a financial professional with over 17 years of experience in the financial services industry. Anthony is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has been with the firm since February 2007. Prior to joining TIAA-CREF, Anthony worked at M&T Securities, Inc. Anthony holds the Series 6, Series 63, and SIE licenses. Anthony is dedicated to providing clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
02/09/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NY
11/08/2004 - 01/26/2007
M&T SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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