Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Belongia is a financial professional with Thrivent Investment Management Inc. Amy has been in the financial services industry since June 2010. Amy holds multiple licenses including Series 6, Series 26, Series 63, Series 99TO, and SIE.
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
WI
09/07/2012 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
10/06/2006 - 12/31/2008
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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