Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delana? Claim Your ProfileDelana Raquel Romenesko is an investment advisor representative registered with Thrivent Investment Management Inc. Delana has been in the industry since June 1999. Delana has a variety of licenses and certifications, including Series 6, 7, 24, 63 and 65, and specializes in financial planning and portfolio management for individuals. Delana is also licensed in Wisconsin.
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
WI
10/25/2000 - Present
Thrivent Investment Management Inc. (APPLETON WI)
IA
Issued 11/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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