Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey William Henley is a financial advisor with Thrivent Investment Management Inc. registered with FINRA and the State of Texas. Casey William Henley has been in the industry since October 2018. Casey William Henley offers financial planning, portfolio management for individuals, and other advisory services. Casey William Henley is registered with the following states: Arizona, Colorado, Maine, Minnesota, Montana, North Dakota, Ohio, Oklahoma, Texas, Washington and Wyoming.
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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TX
09/25/2020 - Present
Thrivent Investment Management Inc. (Brenham TX)
IA
Issued 01/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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