Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Curties Wiese is a registered investment advisor representative with U.S. Bancorp Investments, Inc. in Cincinnati, OH. Spencer has been in the financial industry since 2020. Spencer also holds Series 7TO, 63, and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
02/04/2025 - Present
U.s. Bancorp Investments, Inc. (Cincinnati OH)
OH
10/01/2020 - 12/15/2023
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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