Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Rockwell Dole is a financial professional who is registered with Clarendon Insurance Agency, Inc.. Spencer has been in the financial services industry since 2009. Spencer has a Series 6 and Series 63 license. Spencer is currently registered in Massachusetts. Spencer was previously registered with Sun Life Financial Distributors, Inc. and MFS Fund Distributors, Inc.
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.
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.
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MA
04/14/2020 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MA
04/11/2012 - 07/12/2018
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
10/18/2007 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MA
11/30/2004 - 03/22/2005
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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