Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Lecloux is a financial advisor with Thrivent Investment Management Inc. with over 20 years of experience in the financial services industry. Alison is registered as a Registered Representative and Investment Advisor Representative in several states including Michigan, California, Colorado, Minnesota, and South Carolina. Alison holds the Series 66, Series 7 and SIE licenses. Alison is also an assistant girls basketball coach at Skyline High School in Ann Arbor, Michigan. Alison is passionate about helping individuals and families reach their financial goals.
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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MI
09/24/2010 - Present
Thrivent Investment Management Inc. (ANN ARbor MI)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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