Unclaimed
Carmen Haag is a financial advisor with over 16 years of experience in the financial services industry. Carmen is a registered representative with Thrivent Investment Management Inc. in Novi, MI. Carmen is a Registered Representative and Investment Advisor Representative and holds Series 66, 7 and SIE licenses. Carmen specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Carmen also has experience in working with church and non-profit sharing retirement accounts.
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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MI
04/15/2010 - Present
Thrivent Investment Management Inc. (Novi MI)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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