Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Joy Pearson is a financial advisor registered with Thrivent Investment Management Inc. Amy has been in the industry since 2016 and holds both Series 66 and Series 7 licenses. Amy is registered in Minnesota, Texas and Wisconsin. Amy is also a Mary Kay consultant and a board member of the local Junior Achievement branch. Amy's main area of focus is working with individuals and families to help them achieve their financial goals. Amy has a strong focus on financial literacy and helping clients understand their finances. Amy is committed to providing her clients with personalized financial advice and guidance.
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
MN
12/16/2022 - Present
Thrivent Investment Management Inc. (NEW ULM MN)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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