Unclaimed
Derek Anthony Cipiti is an investment advisor representative with Thrivent Investment Management Inc., with a focus on providing financial planning and portfolio management services to individuals. Derek has been in the financial services industry since August 16, 2005, and has a strong track record of success. Derek has a Series 7 and 66 license and is registered in Florida, Georgia, Indiana, Michigan, Ohio, and West Virginia. Derek's firm, Thrivent Investment Management Inc., manages assets for a wide range of clients, including individuals, corporations, charitable organizations, and churches. Thrivent Investment Management Inc. has a commitment to providing clients with personalized, high-quality financial advice.
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
OH
08/18/2006 - Present
Thrivent Investment Management Inc. (Maumee OH)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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