Unclaimed
Harold Edward Durbin is a financial advisor at Thrivent Investment Management Inc. Harold has been in the financial services industry since 1997 and is licensed in 23 states. Harold holds the Series 7, Series 63, and Series 66 securities licenses. Harold also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Harold's clients are primarily individuals, high-net-worth individuals, churches, and non-profit organizations. Harold focuses on providing financial planning and portfolio management services.
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
CA
11/01/2013 - Present
Thrivent Investment Management Inc. (HUNTINGTON BEACH CA)
MN
05/22/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 11/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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