Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Gilland is a Registered Representative and Investment Advisor Representative. Spencer has been in the financial industry since 2003 and is currently registered with Navy Federal Investment Services, LLC in North Richland Hills, Texas. Spencer has also been previously registered with Charles Schwab & Co., Inc., TD Ameritrade, Inc. and Ameritrade, Inc.. Spencer is licensed to offer financial services in Texas. Spencer specializes in working with individuals, businesses, and high-net-worth clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
04/24/2024 - Present
Navy Federal Investment Services, LLC (North Richland Hills TX)
TX
10/06/2021 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Plano TX)
TX
04/22/2006 - 12/20/2023
TD AMERITRADE, INC. (WestLake TX)
TX
01/24/2003 - 04/22/2006
AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 04/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2007
Series 4 - Registered Options Principal Examination
BC
Issued 10/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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