Unclaimed
Christopher Lewis is an Investment Advisor Representative at Thrivent Investment Management Inc. with over 8 years of experience in the financial industry. Christopher has been with the firm since 2016 and has offices in Bloomville, OH. Christopher holds several licenses and certifications, including Series 63, 65, 7 and SIE. Christopher specializes in Financial Planning and Portfolio Management for Individuals.
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.
1
2
OH
05/21/2020 - Present
Thrivent Investment Management Inc. (Bloomville OH)
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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