Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Spencer is a financial advisor with over 14 years of experience in the financial industry. Chad currently works at FS Investment Solutions, LLC, a firm located in Philadelphia, Pennsylvania. Prior to joining FS Investment Solutions, LLC, Chad worked for TRANSAMERICA CAPITAL, INC., AIG CAPITAL SERVICES, INC., RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS and WADDELL & REED, INC. Chad is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Chad is currently licensed in Alaska, Arizona, California, Colorado, Idaho, Missouri, Montana, New York, North Carolina, Oregon, Pennsylvania, Utah, and Washington.
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.
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.
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2
PA
10/09/2022 - Present
FS Investment Solutions, LLC (PHILADELPHIA PA)
CO
12/01/2020 - 10/07/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NJ
04/22/2013 - 11/16/2020
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
WA
08/31/2010 - 04/19/2013
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
WA
09/25/2008 - 06/21/2010
WADDELL & REED, INC. (BELLEVUE WA)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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