Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Ader is a financial advisor at Key Capital Management, Inc. Spencer has been in the financial industry since August 2019. Spencer has a Series 7TO, Series 66, and SIE. Spencer is registered in Louisiana and Tennessee. Spencer holds the Certified Financial Planner designation. Spencer provides financial planning services to individuals, high-net-worth individuals, and portfolio management services to 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.
Helps you choose top advisors aligned with your financial 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.
1
2
TN
01/25/2023 - Present
KEY Capital Management, Inc. (HENDERSONVILLE TN)
NC
08/26/2019 - 07/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Spencer Ader is the right advisor for you? Invested Better is here to help.
