Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Lynn Robertson is a financial advisor with Thrivent Investment Management Inc. with experience in the financial services industry since September 27, 2019. Christy is registered as a Registered Representative and Investment Advisor Representative in Indiana, Oklahoma, and Texas. Previously, Christy Lynn Robertson worked as an Investment Advisor Representative and Registered Representative at Northwestern Mutual Investment Services, LLC. Christy Lynn Robertson has earned the Series 63, Series 65, and Series 6TO licenses. Christy Lynn Robertson's firm, Thrivent Investment Management Inc. provides financial planning and portfolio management for individuals and businesses.
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
IN
10/05/2023 - Present
Thrivent Investment Management Inc. (LAFAYETTE IN)
IN
09/27/2019 - 01/17/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Lafayette IN)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christy Robertson is the right advisor for you? Invested Better is here to help.
