Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spenser? Claim Your ProfileSpenser Stephen Rahm is a financial advisor at LPL Financial LLC. Spenser joined the firm in April 2021, bringing over 10 years of experience in the financial services industry. Prior to LPL Financial, Spenser worked at Edward Jones. Spenser is registered with the state of Iowa as a Registered Representative and Investment Advisor Representative and holds the Series 7, Series 66, and SIE licenses. Spenser specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions. Spenser's office is located in Clear Lake, Iowa.
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.
1
2
IA
04/30/2021 - Present
LPL Financial LLC (CLEAR LAKE IA)
IA
11/19/2010 - 05/04/2021
EDWARD JONES (CLEAR LAKE IA)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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