Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adelio? Claim Your ProfileAdelio Ikonomi is a financial advisor with Thrivent Investment Management Inc. Adelio is a registered representative with FINRA and is licensed in WI. Adelio has been in the financial services industry since 2015. The advisor is a Series 7TO, Series 66 and SIE licensed professional. Adelio has been with Thrivent Investment Management Inc. since 2024 and previously worked at College Works Painting, Sabrosa Cafe and Gallery, and University of Wisconsin Milwaukee. The advisor is located in Milwaukee, WI.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
WI
09/09/2024 - Present
Thrivent Investment Management Inc. (Milwaukee WI)
BOTH
Issued 09/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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