Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Caroline Hunter is a financial advisor with over 30 years of experience in the industry. Heidi is registered with Thrivent Investment Management Inc. and holds licenses in multiple states including California, Texas, Arizona, Colorado, Florida, Idaho, Kentucky, Michigan, Nevada, Oregon, South Carolina, Tennessee, and Washington. Heidi has a strong background in financial planning and portfolio management for individuals. Heidi is passionate about helping individuals achieve their financial goals.
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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CA
12/12/2018 - Present
Thrivent Investment Management Inc. (Folsom CA)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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