Unclaimed
Spencer Goodridge is a financial professional with over six years of experience in the financial services industry. Spencer has a Series 6, 7, and 63 license and is registered with Corebridge Capital Services, Inc. in California, Arizona, Nevada, and Ohio. Spencer has a background in financial planning and investment management, and is committed to helping clients achieve 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.
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.
1
2
CA
01/10/2022 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
IA
03/05/2021 - 12/20/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
OH
08/21/2020 - 02/25/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
04/21/2016 - 08/05/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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