Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Ann Spencer is a financial advisor with over 20 years of experience in the industry. Cheryl is currently registered with Osaic Wealth, Inc. and has previously been employed by Securities America, Inc. and Lincoln Financial Advisors Corporation. Cheryl has a broad range of experience and expertise in the financial services industry, and is dedicated to providing her clients with personalized financial advice and guidance. Cheryl holds a Series 66, Series 51, Series 24, Series 99TO, SIE and Series 7 licenses.
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.
1
2
KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
11/08/2004 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
IN
07/24/2002 - 10/01/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/24/2002 - 10/01/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cheryl Spencer is the right advisor for you? Invested Better is here to help.
