Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer McKee is a financial advisor currently registered with Waldron Private Wealth, LLC. Spencer has been a financial advisor for over two years, and holds the Series 65 license. Spencer earned the Certified Financial Planner designation. Spencer McKee's background includes positions at Somerset Trust Company, Saint Vincent College and Blairsville High School. Spencer provides financial planning services, insurance planning, and portfolio management services to individuals and businesses.
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.
Insurance planning
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
07/17/2023 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
IA
Issued 07/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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