Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Lund Weston is a financial advisor with over 20 years of experience in the industry. Spencer is currently registered with Osaic Wealth, Inc. in California. Previously, Spencer was registered with Woodbury Financial Services, Inc., Questar Capital Corporation, and 1st Global Capital Corp., all in California. Spencer holds both Series 66 and 63 licenses as well as Series 7 and SIE. Spencer has a broad range of experience in financial planning and portfolio management, and is committed to providing personalized service to clients.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (CAMERON PARK CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CAMERON PARK CA)
CA
10/23/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CAMERON PARK CA)
CA
10/23/2009 - 10/26/2012
WOODBURY FINANCIAL SERVICES, INC. (CAMERON PARK CA)
CA
11/21/2006 - 11/05/2009
1ST GLOBAL CAPITAL CORP. (CAMERON PARK CA)
CA
04/30/1999 - 11/27/2006
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
TX
11/18/1998 - 04/29/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 11/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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