Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Spence is a financial professional with over 7 years of experience in the industry. Drew is registered with Oneamerica Securities, Inc. and holds the following licenses and certifications: Series 7TO, Series 63, and Series 65. Drew is experienced in financial planning, pension consulting and portfolio management for businesses and individuals. Drew is also a registered representative for the firm in Arizona, California, Kentucky, Ohio, and Texas.
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.
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AZ
04/18/2024 - Present
Oneamerica Securities, Inc. (Scottsdale AZ)
AZ
09/01/2023 - 02/23/2024
OSAIC WEALTH, INC. (TEMPE AZ)
AZ
04/21/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
06/03/2021 - 04/28/2022
ONEAMERICA SECURITIES, INC. (Scottsdale AZ)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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