Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betsy? Claim Your ProfileBetsy Jean Zemlock is an active Registered Representative (RR) and Investment Advisor Representative (IAR) currently registered with Thrivent Investment Management Inc. in Menasha, WI. Betsy has been in the securities industry since 2018, holding multiple licenses including Series 7 and Series 66. She is also registered to provide advisory services in Wisconsin. Betsy has previously worked for Thrivent Investment Management Inc. in Appleton, WI from February 2018 until December 2023.
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
WI
07/02/2024 - Present
Thrivent Investment Management Inc. (Menasha WI)
WI
02/09/2018 - 12/18/2023
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 07/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Betsy Zemlock is the right advisor for you? Invested Better is here to help.
