Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer James Bacon is a financial professional with over 20 years of experience in the industry. Spencer currently works with Cetera Investment Advisers LLC and previously worked with HBW SECURITIES LLC and PFS INVESTMENTS INC. Spencer is registered in 24 states and has a Series 6, 7, 63, 65 and SIE licenses. Spencer provides financial planning, educational seminars, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Spencer's primary focus is serving clients in Holland, Michigan.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
03/15/2023 - Present
Cetera Investment Advisers LLC (HOLLAND MI)
MI
04/03/2007 - 12/31/2011
HBW SECURITIES LLC (HOLLAND MI)
GA
05/12/2003 - 11/27/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 5/8/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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