Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Contessa is a financial advisor at Thrivent Investment Management Inc. David has been in the financial industry for over 30 years. David is licensed in Florida, Michigan, and Texas. David specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and churches. David is dedicated to helping his clients achieve their financial goals.
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
FL
06/08/2021 - Present
Thrivent Investment Management Inc. (NAPLES FL)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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