Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Goldstein is a financial advisor and a Registered Representative with Onedigital Investment Advisors in Overland Park, Kansas. Spencer has been in the financial industry since 2005. Spencer also previously worked at LPL Financial LLC and Sanders Morris Harris Inc. Spencer holds Series 7, Series 55, and Series 66 licenses. Onedigital Investment Advisors provides financial planning services, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
05/15/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NY
09/08/2011 - 03/01/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
NY
09/28/2005 - 03/07/2007
SANDERS MORRIS HARRIS INC. (NEW YORK NY)
BOTH
Issued 09/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2005
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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