Unclaimed
Andrea K. Paul is a financial professional with over 20 years of experience in the industry. Andrea is currently registered with Thrivent Investment Management Inc. and has a Series 6, Series 63 and SIE license. Andrea has a diverse background with previous experience at Lutheran Brotherhood Securities Corp. Andrea primarily focuses on providing financial planning and portfolio management services to individuals. Andrea specializes in providing financial advice and solutions to individuals, high net worth individuals, corporations, and churches.
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
07/01/2002 - Present
Thrivent Investment Management Inc. (Hollidaysburg PA)
MN
09/05/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 09/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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