Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Werres is a financial advisor at Olio Financial Planning. Spencer has been in the financial industry since June 2018. Spencer provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Spencer is a Certified Financial Planner and has a Series 65 license. Spencer also has experience in providing financial planning services to pension plans. Spencer is a graduate of Virginia Tech.
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.
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.
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VA
04/16/2020 - Present
Olio Financial Planning (Afton VA)
IA
Issued 06/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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