Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Wilson is a registered representative with Thrivent Investment Management Inc. Cassidy Wilson has been in the securities industry since 2019 and holds the Series 66, Series 7TO, and SIE licenses. Cassidy Wilson is registered with the state of California and Texas and provides financial planning and portfolio management services. Cassidy Wilson's firm, Thrivent Investment Management Inc. is a registered investment advisor with offices in Minneapolis, MN. The firm serves individuals, high-net-worth individuals, corporations, churches, 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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2
TX
04/23/2021 - Present
Thrivent Investment Management Inc. (SPRING TX)
BOTH
Issued 11/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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