Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Belnap is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Spencer has been in the industry since March 2022. Spencer is registered in 54 states and the District of Columbia. Spencer is also a registered investment advisor representative in Colorado. Prior to joining T. Rowe Price, Spencer worked at CETERA ADVISORS LLC. Spencer holds the Series 66, Series 7TO, and SIE licenses. Spencer's specializations include Financial Planning and Portfolio Management for Individuals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
03/05/2024 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
12/02/2021 - 11/09/2023
CETERA ADVISORS LLC (COLORADO SPRINGS CO)
BOTH
Issued 03/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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