Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Obrien is a financial advisor associated with Thrivent Investment Management Inc. Christopher holds a Series 7TO, SIE, Series 63 and Series 66 license. Christopher has been working in the financial industry since 2023 and has experience in both financial planning and portfolio management. Christopher has experience working with high net worth individuals, individuals other than high net worth, churches and non-profit sharing retirement accounts, and corporations or other businesses. Christopher works with clients in California, Texas, and Utah.
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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CA
08/22/2023 - Present
Thrivent Investment Management Inc. (Clovis CA)
BOTH
Issued 08/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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