Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Cole is an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC, a Registered Investment Advisor. Spencer has been in the financial services industry for over 10 years and has experience providing investment advice to individuals and institutions. Spencer is licensed in South Carolina and holds the Series 66, Series 7, and SIE exams. Spencer provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit sharing plans. Spencer also provides investment advice to other investment advisors. Spencer is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
SC
10/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (GREENVILLE SC)
SC
06/23/2022 - 11/22/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREENVILLE SC)
BOTH
Issued 08/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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