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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Walter Spencer is an investment advisor representative at Fiducient Advisors LLC. Stephen Spencer has been in the industry since 1993 and has worked for several firms, including Commonwealth Financial Network, Scudder Financial Services, Inc., Scudder Investor Services, Inc., Fidelity Brokerage Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Stephen Spencer is licensed in Illinois. Stephen Spencer specializes in investment consulting for individuals and non-profit organizations. Stephen Spencer is a registered investment advisor and has a Series 65, Series 63 and Series 7 licenses. Stephen Spencer is affiliated with Fiducient Advisors LLC.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
08/30/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
05/01/2000 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
01/04/1999 - 10/08/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
06/17/1998 - 12/31/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
09/16/1993 - 10/28/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
02/01/1993 - 05/24/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/01/1993 - 05/24/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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