Unclaimed
Alyssa Davis is an investment advisor representative at Thrivent Investment Management Inc. Alyssa has been in the industry since February 11, 2021. Alyssa works in the Broomfield, CO office of Thrivent Investment Management Inc. Alyssa is licensed in 27 states including Alabama, Alaska, California, Colorado, Florida, Georgia, Idaho, Indiana, Kansas, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Mexico, Oregon, South Dakota, Tennessee, Texas, Utah, Washington, Wyoming, and the District of Columbia. Alyssa is also a registered representative with FINRA and has passed the Series 66, Series 7TO, and the SIE exams. Alyssa specializes in working with individuals and providing financial planning 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
WY
10/09/2023 - Present
Thrivent Investment Management Inc. (Cheyenne WY)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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