Unclaimed
David Starkey is a financial advisor currently registered with Thrivent Investment Management Inc. David has been a registered investment advisor for over seven years. David has successfully completed numerous exams, including the Series 6, Series 7, and Series 63 exams. David's advisory services include financial planning and portfolio management for individuals. David previously worked for Wells Fargo Advisors, LLC, and Morgan Stanley.
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
MN
12/02/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
07/12/2021 - 10/25/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKEVILLE MN)
MN
02/24/2021 - 06/10/2021
MORGAN STANLEY (WAYZATA MN)
MN
11/04/2016 - 01/27/2021
WELLS FARGO CLEARING SERVICES, LLC (APPLE VALLEY MN)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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