Unclaimed
Alicia Guidry is a financial advisor associated with Thrivent Investment Management Inc. Alicia has been in the financial services industry since 2019. Alicia is registered in Louisiana, Michigan and Wisconsin. Alicia works with individuals, high-net-worth individuals, churches and non-profit sharing retirement accounts, corporations or other businesses. Alicia specializes in providing financial planning and portfolio management services.
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.
1
2
WI
10/19/2023 - Present
Thrivent Investment Management Inc. (Cedarburg WI)
LA
08/29/2019 - 10/09/2023
AMERIPRISE FINANCIAL SERVICES, LLC (LAFAYETTE LA)
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Alicia Guidry is the right advisor for you? Invested Better is here to help.