Robin Spencer, MBA

VP - Financial Consultant

+1 248-208-7174

Financial credentials

  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, Fidelity Investments, 2020-2022
  • Financial Advisor, Prudential Financial, 2019-2020
  • Investment Advisor Representative, Spencer Wealth Management, LLC, 2018-2019
  • Senior Financial Consultant, Comerica Securities, Inc., 2015-2018
  • VP Financial Advisor, Morgan Stanley, 2012-2015

Education

  • MBA, University of Phoenix
  • BGS, University of Michigan

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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