Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Arthur Wollersheim is a financial advisor with Thrivent Investment Management Inc. Joseph has over 11 years of experience in the financial industry. Joseph has a Series 63 and Series 65 licenses and has passed the SIE and Series 7 exams. Joseph specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses. In addition to Thrivent Investment Management Inc, Joseph has also been associated with Charles Schwab & Co., Inc. 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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AZ
01/09/2023 - Present
Thrivent Investment Management Inc. (Phoenix AZ)
AZ
08/23/2011 - 01/24/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 08/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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