Unclaimed
Bryan Wise is a financial advisor with Thrivent Investment Management Inc., registered in Delaware and Pennsylvania. Bryan has been in the financial services industry since 2023 and has passed the Series 7TO, Series 66, and SIE exams. Bryan Wise is currently employed at Thrivent Investment Management Inc. in Exton, Pennsylvania, where he is working with both 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
PA
01/30/2024 - Present
Thrivent Investment Management Inc. (Exton PA)
BOTH
Issued 01/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bryan Wise is the right advisor for you? Invested Better is here to help.