Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ana? Claim Your ProfileAna McKinley is a registered representative with Thrivent Investment Management Inc. Ana has been working in the financial services industry since November 2021 and holds Series 7, Series 66 and SIE licenses. Ana specializes in providing financial planning and portfolio management services to individuals and businesses. Ana is also a co-landlord and manages a rental property.
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
01/03/2022 - Present
Thrivent Investment Management Inc. (Kenosha WI)
BOTH
Issued 12/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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