Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Downing is a financial advisor at Key Investment Services LLC. Spencer has been in the financial industry since 2021 and is licensed to provide investment advice and services in Utah. Spencer's firm offers investment services to individuals, businesses, and charitable organizations. Spencer holds the Series 63, Series 6TO and SIE 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.
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.
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UT
05/07/2024 - Present
KEY Investment Services LLC (Salt Lake City UT)
UT
01/17/2024 - 03/21/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
09/28/2021 - 07/06/2022
J.P. MORGAN SECURITIES LLC (MURRAY UT)
BC
Issued 10/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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