Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Carlo is an investment advisor representative and registered representative with Thrivent Investment Management Inc., and has been in the industry since January 2016. Gregory has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Gregory is registered in Ohio. Gregory has also been a board member and coach for the Hilliard Colts Baseball organization.
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
MN
06/11/2021 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 06/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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