Unclaimed
Hannah Murray is an investment advisor representative with Thrivent Investment Management Inc., working out of the Minneapolis, MN office. Hannah has been in the industry since October 2019. Hannah has passed the Series 7TO, Series 63, Series 24, Series 65, and SIE exams. Hannah has been a licensed advisor in Texas since May 2024 and has worked for Fidelity Brokerage Services LLC, National Financial Services LLC, and MML Investors Services, LLC in the past.
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
05/22/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
TX
10/27/2022 - 03/19/2024
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
03/17/2021 - 08/24/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
AZ
05/21/2019 - 02/04/2021
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
IA
Issued 05/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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