Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Pistone Dieck is a financial advisor with Stratos Wealth Advisors LLC. Spencer has over 10 years of experience in the financial services industry. Spencer is registered with the state of Ohio and Texas. Spencer holds the Series 7 and Series 66 licenses. Spencer is also a CERTIFIED FINANCIAL PLANNER™ professional. Spencer specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Spencer is passionate about helping clients achieve their financial goals and build a secure financial future. Spencer is committed to providing personalized advice and guidance to help clients make informed financial decisions. Spencer is an active member of the community and is involved in various charitable organizations.
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.
Percentage of assets under management with third party managers
1
2
OH
12/14/2023 - Present
Stratos Wealth Advisors LLC (Pepper Pike OH)
OH
03/12/2013 - 12/14/2023
LINCOLN INVESTMENT (Cleveland OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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