Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Scott Poore is an investment advisor representative at Thrivent Investment Management Inc., registered with FINRA and the state of Indiana, and holds active licenses for both securities and investment advisory services. Gerald Scott Poore is a licensed investment advisor representative since September 8, 2008. Gerald Scott Poore has 25 years of experience in the financial services industry. Gerald Scott Poore currently works in Greenwood, Indiana, for Thrivent Investment Management Inc. and is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, Nevada, New Hampshire, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah and Wisconsin. Gerald Scott Poore is a licensed investment advisor representative and has passed the following exams: the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Gerald Scott Poore is also a member of B3 Holdings LLC, a commercial real estate company, and is an owner of residential rental property.
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
IN
09/07/2018 - Present
Thrivent Investment Management Inc. (Greenwood IN)
BOTH
Issued 09/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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