Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Skolout is an investment advisor representative with Osaic Wealth, Inc. Spencer has been in the financial services industry since 2016 and has a diverse background in various financial roles. Spencer has worked with Pacific Life Insurance Company, Nelnet Business Solutions, Northwestern Mutual, and Woodmen Financial Services, Inc. Spencer holds multiple securities licenses, including Series 6, 7, 24, 26, 52, 53, and 63. Spencer is also a registered Investment Advisor Representative in Nebraska. Spencer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and 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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
04/05/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
07/17/2018 - 03/28/2023
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
08/16/2016 - 06/11/2018
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/14/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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