Unclaimed
Carey Ann Scherer is a financial professional with over 17 years of experience in the industry. Carey is currently registered with Thrivent Investment Management Inc. and is located in Blaine, Minnesota. Previously, Carey was associated with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Carey holds FINRA Series 7 and 66 licenses and the SIE designation.
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
MN
05/30/2024 - Present
Thrivent Investment Management Inc. (Blaine MN)
MN
01/03/2011 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (BLAINE MN)
MN
01/30/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BLAINE MN)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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