Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Cheng is a registered representative with Goldman Sachs & Co. LLC. Spencer has been in the industry since 2017. Spencer has passed the Series 79, SIE, and Series 79TO exams. Spencer has experience in investment banking. Currently, Spencer is located in the San Francisco office of Goldman Sachs & Co. LLC. Spencer is also a registered representative with Goldman Sachs & Co. LLC. Goldman Sachs & Co. LLC is a large firm with over $50 billion in assets under management. Goldman Sachs & Co. LLC provides a variety of financial services to clients including investment banking, investment management, and securities brokerage.
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.
Earned based on transactions or products sold.
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.
Execution charges, custody, management fee
1
2
CA
08/26/2024 - Present
Goldman Sachs & Co. LLC (SAN FRANCISCO CA)
CA
08/23/2017 - 09/10/2021
GOLDMAN SACHS & CO. LLC (LOS ANGELES CA)
BC
Issued 08/26/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Spencer Cheng is the right advisor for you? Invested Better is here to help.
