Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Bergquist is a financial advisor with Thrivent Investment Management Inc. Gerald is registered with the state of Washington as a Broker/Dealer and an Investment Advisor Representative and is also registered with the state of Oregon as a Broker/Dealer. Gerald has been in the industry since 2020 and has completed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Gerald specializes in retirement planning and investment management for individuals and high net worth individuals.
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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WA
06/22/2020 - Present
Thrivent Investment Management Inc. (Kennewick WA)
BOTH
Issued 06/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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