Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Kinsey Peltier is a financial advisor with Thrivent Investment Management Inc. Spencer has been in the financial industry since May 4, 2014 and holds the Series 66, Series 7, and SIE exams. Spencer is registered to provide investment advice in 17 states. The advisor is also a board member of the Piqua Community Foundation. Spencer is located in Piqua, Ohio and is actively working with clients in Ohio and Oklahoma. Spencer's firm offers both financial planning and investment management services.
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.
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.
1
2
OH
05/01/2024 - Present
Thrivent Investment Management Inc. (PIQUA OH)
BOTH
Issued 03/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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