Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Meltz is a financial advisor at Thrivent Investment Management Inc., a company with over 14.8 trillion dollars in assets under management. Amanda has been in the financial services industry since January 2018. She is a Series 6, 7, 26 and 63 licensed advisor. Amanda has experience in financial planning and portfolio management for individuals. Amanda specializes in fixed annuities and variable annuities.
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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WI
01/16/2018 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 02/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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