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Spencer Pena

Treasurer

2000 followers

Eureka, California, United States

Connect with Spencer Pena to Send Message

Connect with Spencer Pena to Send Message

Timeline
About me
Associate Vice President, Financial Advisor at Morgan Stanley
Education
- San Francisco State University
  2012 - 2015
  Bachelor of Science Business Administration
  Activities and Societies: I was very active with the Cesar Gracie Jujitsu team in Pleasant Hill California. I trained and competed there for 5 years.
Experience
- Rotary International Ferndale
  Jan 2018 - Jan 2021
  Treasurer
- Morgan Stanley
  Jan 2018 - now
  Financial Advisor
  I work with individuals and business owners to help develop a clear financial plan that we work together on to see to fruition.©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.NMLS#: 1801379 Show less
Licenses & Certifications
- California Department of Insurance
  Apr 2018
- Series 66
  Dec 2017
- Series 7
  FINRA
  Oct 2017
Volunteer Experience
- Board Member
  Issued by Rotary International Ferndale on Jun 2022
  Associated with Spencer Pena
- Treasurer
  Issued by Rotary International Ferndale on Jun 2018
  Associated with Spencer Pena
- President
  Issued by Rotary International Ferndale on Jun 2021
  Associated with Spencer Pena

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