Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Wilhelm is a financial professional with over 2 years of experience in the industry. Spencer is currently registered with Vanguard Marketing Corp. and holds Series 7, Series 63, and Series 66 licenses. Spencer previously worked at Morgan Stanley. Spencer is registered in 53 states and the District of Columbia.
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.
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.
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2
AZ
09/27/2022 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
06/23/2020 - 12/02/2021
MORGAN STANLEY (GILBERT AZ)
AZ
08/20/2018 - 06/16/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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