Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Writer has been a registered representative for over 20 years. Alan currently works for Thrivent Investment Management Inc., where he is a Registered Representative. Alan is also an Investment Advisor Representative with Thrivent Investment Management Inc. He has served as an advisor since March 2004. Alan is a Series 6, 7, and 66 licensed professional. Alan is based in LAKE STEVENS, WA and also services clients in Stanwood and Auburn, WA.
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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WA
02/15/2013 - Present
Thrivent Investment Management Inc. (LAKE STEVENS WA)
WI
06/26/2000 - 03/13/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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