Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Michael Held is a financial advisor who has been in the industry since 2006. Andrew is currently registered as an investment advisor representative with Thrivent Investment Management Inc. in Minnesota and Texas. Andrew holds the Series 66, Series 7, and SIE licenses and is also registered in 24 states. Andrew previously worked for Thrivent Financial for Lutherans in Appleton, Wisconsin.
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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MN
03/14/2022 - Present
Thrivent Investment Management Inc. (COTTAGE GROVE MN)
MN
08/17/2005 - 08/31/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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