Unclaimed
Spencer Fort is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Spencer is licensed in 21 states and specializes in Investment Research and referrals to other advisors. Spencer has been in the financial services industry for several years. Spencer can provide services to individuals and banking or thrift institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IN
07/21/2023 - Present
Northwestern Mutual Investment Services, LLC (Carmel IN)
BC
Issued 08/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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