Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Thomas Beckmann is a financial advisor with over 9 years of experience in the financial industry. Spencer is currently registered with LPL Financial LLC in Illinois and Texas. Spencer has passed the Series 66, Series 7 and SIE exams. Spencer also holds active state registrations in Alabama, Arizona, Arkansas, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Missouri, New Mexico, North Carolina, Pennsylvania and Texas. In addition to his work at LPL Financial LLC, Spencer also manages investment related activities for FCB Banks. Spencer’s specializations include providing advisory services for individuals, businesses, retirement plans, pooled investment vehicles, and other investment clubs. Spencer’s mission is to help clients reach 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.
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.
Consulting and other non-discretionary advisory services
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.
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IL
02/05/2025 - Present
LPL Financial LLC (SWANSEA IL)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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