Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Cooper is a financial advisor with RZH Advisors LLC based in Stamford, Connecticut. Spencer has been in the financial services industry since 2005. Spencer holds the Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Spencer is registered as an Investment Advisor Representative in Connecticut and Texas.
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.
Helps you choose top advisors aligned with your financial 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.
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CT
10/23/2015 - Present
RZH Advisors LLC (STAMFORD CT)
CT
09/28/2005 - 05/28/2010
COMMONWEALTH FINANCIAL NETWORK (STAMFORD CT)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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