Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Bamgartner is a financial advisor at OneAmerica Securities, Inc. Spencer has been a financial advisor for over ten years and holds the Series 7, Series 63, and Series 66 securities licenses. Spencer also has a Certified Financial Planner designation. Spencer provides financial planning, portfolio management for individuals and businesses, and educational seminars. Prior to joining OneAmerica Securities, Spencer worked as a financial advisor at Morgan Stanley, E*TRADE Securities LLC and Fidelity Brokerage Services LLC.
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.
1
2
IN
10/19/2023 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
UT
12/19/2022 - 10/13/2023
MORGAN STANLEY (Sandy UT)
UT
12/08/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/31/2021 - 10/25/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
09/02/2011 - 09/11/2019
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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