Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer T. Willhite is a financial advisor registered with Morgan Stanley. Spencer has been in the financial industry since May 2014. Spencer's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Spencer holds Series 66, Series 7 and SIE licenses. Spencer has registrations in Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Massachusetts, Missouri, Nevada, New Jersey, New Mexico, New York, Oklahoma, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wyoming. Spencer's current firm, Morgan Stanley, manages over $1.4 trillion in assets.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
02/28/2017 - Present
Morgan Stanley (Salt Lake City UT)
UT
05/02/2014 - 03/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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