Unclaimed
Barbara Ellich is a financial advisor with Thrivent Investment Management Inc. Barbara has been in the industry since 2022. She has a Series 66 license and has been active in the investment business in Oregon and Texas. Barbara's previous experience includes working at Albany Christian School and Excel Managed Care. Barbara is currently registered with the following states: Alaska, Arizona, California, Colorado, Georgia, Idaho, Kentucky, Montana, Nebraska, Nevada, Oregon, South Dakota, Texas and Washington. Barbara has been registered with FINRA since 2022.
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
OR
08/19/2022 - Present
Thrivent Investment Management Inc. (Keizer OR)
BOTH
Issued 07/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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