Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Knechtle is an investment advisor representative who has been in the industry since 2016. David is currently registered with Thrivent Investment Management Inc. and is active in 17 states and two provinces. David's previous employment experience includes roles with Securities America, Inc. and National Planning Corporation. David has passed the Series 66, Series 7 and SIE exams. David's areas of expertise include providing financial planning and portfolio management services to individuals and corporations.
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
MA
01/22/2024 - Present
Thrivent Investment Management Inc. (Georgetown MA)
MA
11/01/2017 - 01/18/2022
SECURITIES AMERICA, INC. (NORTH READING MA)
MA
05/06/2016 - 11/09/2017
NATIONAL PLANNING CORPORATION (NORTH READING MA)
BOTH
Issued 09/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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