Unclaimed
Amanda Schulenberg is an investment advisor representative with Thrivent Investment Management Inc. Amanda has been in the industry since August 2015 and is registered in several states including Pennsylvania, Alaska, Delaware, Massachusetts and Washington. Amanda has a Series 63, Series 65, Series 7, and SIE license. Amanda specializes in working with individuals and high-net-worth individuals. Amanda is committed to providing financial planning and portfolio management services to help her clients achieve 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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2
PA
08/31/2015 - Present
Thrivent Investment Management Inc. (LANSDALE PA)
BC
Issued 08/29/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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