Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spencer? Claim Your ProfileSpencer Traub is a financial advisor with State Farm Investment Management Corp. Spencer is registered with the state of Colorado and has been in the industry since March 10, 2024. Spencer holds the Series 65, 6TO, and SIE licenses. In addition to financial advising, Spencer is also an agent for Ben Davis' Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CO
06/05/2024 - Present
State Farm Investment Management Corp. (Centennial CO)
IA
Issued 05/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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