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 Howard is a financial professional with over 2 years of experience in the industry. Spencer is currently registered with Charles Schwab & CO., Inc. in St Louis, Missouri. Spencer has been actively involved in the financial services industry since January 2021, previously working for TD AMERITRADE, INC. Spencer's expertise is demonstrated by passing the Series 7TO, Series 63 and SIE exams. Spencer is dedicated to providing clients with personalized financial advice and guidance to meet their individual needs.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
10/12/2022 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
01/05/2021 - 01/05/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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