Unclaimed
Brian Alfred McCaskill is a financial advisor with Thrivent Investment Management Inc. Brian has been in the financial services industry since 2012. Brian holds the Series 7, Series 66, and SIE licenses. Brian is registered with the following states: Alabama, Colorado, Delaware, District of Columbia, Florida, Idaho, Maine, Massachusetts, Minnesota, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Brian also has experience providing financial planning services and portfolio management services to individuals and businesses.
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
NJ
04/25/2023 - Present
Thrivent Investment Management Inc. (TOMS RIVER NJ)
BOTH
Issued 12/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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