Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carly? Claim Your ProfileCarly Marie Hall is a financial advisor with Thrivent Investment Management Inc., a firm that provides financial planning and investment management services. Carly is a registered representative and investment advisor representative and has been in the industry since January 10, 2021. She is licensed in California, Ohio, Texas, and Oklahoma. Carly has a Series 7TO, Series 66, and SIE license and has experience working with individuals, corporations, and other 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.
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CA
02/10/2022 - Present
Thrivent Investment Management Inc. (Del Mar CA)
BOTH
Issued 02/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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