Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Marsh is a financial advisor at Beacon Trust. Spencer has been in the industry for over 30 years and is a registered Investment Advisor Representative in New Jersey. Spencer holds the Series 65 license and the Chartered Financial Analyst designation. Spencer is currently registered with Beacon Trust. Spencer has experience working with high-net-worth individuals, corporations, charitable organizations, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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NJ
02/25/2016 - Present
Beacon Trust (MORRISTOWN NJ)
IA
Issued 12/19/1991
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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