Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Philip Warn is a financial advisor with over 3 years of experience in the industry. Spencer holds several licenses and designations, including Series 6, 7, 63, and 65, and has a strong track record of providing financial advice to individuals and families. Spencer is currently registered with Cetera Investment Advisers LLC and previously worked with Foresters Financial Services, Inc. Spencer is committed to providing personalized financial advice to help clients reach their financial goals.
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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MI
04/22/2022 - Present
Cetera Investment Advisers LLC (FARMINGTON HLS MI)
MI
03/03/2016 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
IA
Issued 4/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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