Unclaimed
Beth Ann Kitson is a financial advisor with Thrivent Investment Management Inc. Beth Ann has been working in the financial services industry since 2003 and holds Series 7 and Series 66 securities registrations. Beth Ann is also a registered Investment Advisor Representative in Indiana and Ohio. Beth Ann specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and churches. Beth Ann has a broad range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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
OH
12/19/2007 - Present
Thrivent Investment Management Inc. (Van Wert OH)
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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