Unclaimed
Carol Ann Passig is a registered representative with Thrivent Investment Management Inc. in Pueblo, CO. Carol has been in the industry since 2006 and holds Series 7 and 66 licenses. Carol's experience includes providing financial planning and portfolio management services to individuals and businesses. Carol is also a licensed insurance agent.
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
CO
01/04/2010 - Present
Thrivent Investment Management Inc. (PUEBLO CO)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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