Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Mengel is a financial advisor with Thrivent Investment Management Inc. Grant is registered with the state of New York and has been working in the financial industry since August 2019. Grant has a Series 7, 66 and SIE licenses. Grant Mengel has earned a Bachelor of Arts degree from Carleton College and a Masters degree from the University of Connecticut. Grant has worked as a financial advisor in various locations including Appleton, WI, Schenectady, NY, and Guilderland, NY. Grant has experience working with both individuals and businesses. Grant's specializations include Financial Planning and Portfolio Management.
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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NY
03/28/2024 - Present
Thrivent Investment Management Inc. (SCHENECTADY NY)
BOTH
Issued 09/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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