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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Ann Juul is a financial advisor registered with Thrivent Investment Management Inc. in Minneapolis, Minnesota. Carol Ann Juul has been in the financial services industry since June 17, 2014. Carol Ann Juul is also registered as an Investment Advisor Representative in Minnesota. Carol Ann Juul is a Series 7, Series 63, Series 65 and SIE licensed professional. Carol Ann Juul offers financial planning, portfolio management for individuals and portfolio management for businesses services.
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
08/13/2015 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
IA
Issued 08/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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