Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Lademan is a registered representative and investment advisor representative with Regal Investment Advisors LLC. Spencer is a licensed investment advisor with a background in finance and has been in the industry since 2018. Spencer has a strong track record of success in providing financial advice to individuals, families, and businesses. Spencer holds the Series 7, 66, 24 and 52TO licenses.
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.
Third party fees
1
2
MI
01/16/2020 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
04/09/2019 - 01/17/2020
W&S BROKERAGE SERVICES, INC. (GRAND RAPIDS MI)
NC
08/01/2017 - 07/25/2018
EDWARD JONES (GREENVILLE NC)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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