Unclaimed
Alicia Moyer is a registered investment advisor representative with Thrivent Investment Management Inc., and has been in the industry since March 11, 2018. Alicia is registered in Nebraska and has earned the Series 66, Series 7 and SIE licenses. She is a specialist in providing financial planning and portfolio management services for individuals. Thrivent Investment Management Inc. provides services to individuals, high-net-worth individuals, churches and non-profit sharing retirement accounts, corporations or other businesses, and pension and profit-sharing plans.
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
MN
04/05/2018 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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