Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer C Weeks is a registered investment advisor representative with Schwab Wealth Advisory, Inc. Spencer has been in the industry since 2018 and is registered in 51 states and the District of Columbia. Spencer has passed the Series 7, Series 63, Series 66, and Series 9 exams, and has been registered with Charles Schwab & Co., Inc. since 2017. Spencer is located in Indianapolis, Indiana, and has been registered as an investment advisor representative in Indiana since 2021.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Spencer Weeks is the right advisor for you? Invested Better is here to help.
