Unclaimed
Daniel Charles Tohill is an Investment Advisor Representative at Thrivent Investment Management Inc. with 20 years of experience in the industry. Daniel is registered to provide investment advice in 22 states and has held multiple industry licenses including the Series 66, Series 7, and the SIE Exam. Daniel is a registered representative in both New York and Texas.
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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NY
08/05/2022 - Present
Thrivent Investment Management Inc. (HAUPPAUGE NY)
BOTH
Issued 08/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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