Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer John Page is a financial advisor in Altoona, WI. Spencer has been working in the financial industry for over 2 years. Spencer is registered to provide investment advice in 7 states, including Wisconsin, Minnesota, Illinois, Florida, Maine, Arizona and Oklahoma. Spencer is a licensed agent with Northwestern Mutual Investment Services, LLC. They have passed the Series 6TO, Series 63 and SIE exams. Spencer is committed to helping clients achieve their financial goals.
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
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2
WI
07/01/2022 - Present
Northwestern Mutual Investment Services, LLC (Altoona WI)
BC
Issued 07/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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