Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Trotter is a financial advisor with Thrivent Investment Management Inc. in Louisville, Kentucky. Elizabeth has been in the industry since September 2019 and is registered with both the state of Kentucky and the FINRA. She is a Series 7 and Series 66 licensed professional. Elizabeth specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses. She is also a member of the Women in Networking III organization and has experience working with various clients, including those associated with churches and non-profit sharing retirement accounts.
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
KY
10/09/2019 - Present
Thrivent Investment Management Inc. (Louisville KY)
BOTH
Issued 10/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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