Unclaimed
Hilda Spencer is a Registered Representative and Investment Adviser Representative with Fisher Investments, a firm that provides financial planning and portfolio management services to individuals, families, trusts, corporations, pension plans, and other institutions. Hilda Spencer has been in the financial services industry since January 2015 and has experience with Edward Jones.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/18/2022 - Present
Fisher Investments (PLANO TX)
WA
01/17/2018 - 10/28/2022
EDWARD JONES (Seattle WA)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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