Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everette? Claim Your ProfileEverette Morgan is an investment advisor representative at Thrivent Investment Management Inc. and has been in the industry since 2005. Everette is registered with FINRA and has passed the Series 7, Series 66, and SIE exams. In addition to being a registered representative, Everette is also a registered investment advisor in Virginia and Texas. Everette offers a variety of services to clients, including financial planning, portfolio management, and educational seminars. Everette has experience working with individuals, families, and businesses. Everette is also involved in the community, serving on the board of directors for Family Promise of Shenandoah County.
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
VA
08/17/2005 - Present
Thrivent Investment Management Inc. (WOODSTOCK VA)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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