Unclaimed
Aidan Dressler is a financial advisor registered with Thrivent Investment Management Inc. in California. Aidan is a Series 7TO, 66 and SIE licensed representative. Aidan has been working in the financial services industry since 2023. Aidan specializes in financial planning and portfolio management for individuals. Aidan provides financial services to high net worth individuals, corporations or other businesses, churches and non-profit sharing retirement accounts, and individuals other than high net worth. Aidan's clients are primarily located in California and Texas. Aidan is also registered as an investment advisor representative in California.
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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CA
10/21/2024 - Present
Thrivent Investment Management Inc. (Del Mar CA)
BOTH
Issued 01/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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