Unclaimed
Heidi Edwards is a financial advisor with Thrivent Investment Management Inc. Heidi has been in the financial industry for over 17 years and is a registered representative in multiple states. Heidi is a graduate of the University of Wisconsin-Madison and holds a Series 66, Series 7TO and SIE licenses. Heidi has experience in providing financial planning and portfolio management services to individuals and businesses. Heidi is committed to providing her clients with personalized financial advice and guidance. Heidi's current office is located in Greer, South Carolina.
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.
1
2
SC
03/02/2022 - Present
Thrivent Investment Management Inc. (Greer SC)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Heidi Edwards is the right advisor for you? Invested Better is here to help.