Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Finke is a registered representative with Thrivent Investment Management Inc., based in Minneapolis, Minnesota. Holly has been in the industry for a short period and has experience at Raymond James Financial Services, INC. and Think Mutual Bank. Holly holds Series 66, 7TO, and SIE licenses. Holly's firm, Thrivent Investment Management Inc., specializes in providing financial planning and portfolio management services for both individuals and businesses.
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
IL
09/16/2024 - Present
Thrivent Investment Management Inc. (Aurora IL)
MN
06/29/2023 - 10/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Rochester MN)
BOTH
Issued 08/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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