Unclaimed
Elida Docampo Defrancisco is a financial advisor at Thrivent Investment Management Inc. with a focus on investments. Elida Docampo Defrancisco's specializations include retirement planning and financial planning services. Elida Docampo Defrancisco has a combined total of 10 years of experience in the financial services industry. Elida Docampo Defrancisco is registered to provide investment advice in Colorado and Texas.
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
CO
08/23/2024 - Present
Thrivent Investment Management Inc. (Colorado Springs CO)
BOTH
Issued 08/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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