Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Ray Mann is a financial advisor currently registered with Ameriprise Financial Services, LLC. Spencer is licensed as a registered representative in New York. Spencer also has a Series 7TO and SIE license. Spencer is a registered representative for Ameriprise Financial Services, LLC since August 2024. Spencer has been in the industry since August 2024. Spencer has experience with a range of clients, including high-net-worth individuals, trusts/estates, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Spencer specializes in a number of financial advisory areas, including: portfolio management for individuals, portfolio management for businesses, asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Spencer has also previously worked at Panthurr, Brooklyn College, Red Land High School, Congress Bundestag Youth Exchange (CBYX), AMC Theatres, and Ess Kay Yards Marina.
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.
Asset allocation services
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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2
PA
02/07/2025 - Present
Ameriprise Financial Services, LLC (CAMP HILL PA)
BC
Issued 08/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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