Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Teddy Angell is a financial professional with over 20 years of experience in the financial services industry. Spencer has a background in securities and investment advisory services, having worked for various firms including AON Securities Corporation, GPC Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hartford Securities Distribution Company, Inc. Currently, Spencer is registered with Transamerica Retirement Advisors, LLC and is a Certified Financial Planner. Spencer is specialized in retirement planning, mutual funds, variable annuities, and life insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
NC
11/13/2017 - Present
Transamerica Retirement Advisors, LLC (Winston-Salem NC)
CT
04/23/2008 - 10/07/2008
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
NY
06/19/2006 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
10/21/1999 - 04/02/2008
GPC SECURITIES, INC. (ATLANTA GA)
IL
02/10/1998 - 01/25/1999
AON SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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