Unclaimed
Amanda McIntosh is a financial advisor with Thrivent Investment Management Inc. Amanda has been in the industry since May 2011 and currently holds Series 7 and 66 securities licenses, as well as a Securities Industry Essentials Examination (SIE) certification. Amanda specializes in financial planning and portfolio management for both individuals and businesses. Amanda is also a board member at large for the Oneota Golf & Country Club.
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
IA
06/01/2018 - Present
Thrivent Investment Management Inc. (DECORAH IA)
BOTH
Issued 05/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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