Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Allan Maycock is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Spencer has been in the financial services industry since May 2019. Spencer is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as a registered representative. Spencer has passed the Series 7, Series 63 and Series 66 exams. Spencer holds a Series 7TO and SIE. Spencer is registered with the following states: Alabama, Florida, Georgia, North Carolina, Oregon, South Carolina, Tennessee and Texas. Spencer has a background in providing financial advice to individuals, businesses, and charitable organizations. Spencer is committed to providing his clients with a high level of personalized service.
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.
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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2
GA
04/16/2024 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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