Unclaimed
Beth Newland is a financial advisor with Thrivent Investment Management Inc. Beth is registered with FINRA and has been in the industry since 2020. She is also a registered Investment Advisor Representative in Ohio. Beth offers financial planning and portfolio management services for individuals. She is also active in the community and serves on the board of directors of the Bethel Community Center.
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
OH
06/03/2020 - Present
Thrivent Investment Management Inc. (REYNOLDSBURG OH)
BOTH
Issued 06/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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