Unclaimed
Kari Ann Lovera is an investment advisor representative associated with Thrivent Investment Management Inc. Kari Lovera has been in the financial services industry since April 1999 and currently works in the St Louis, MO branch of Thrivent Investment Management Inc.. Kari Lovera is registered with FINRA and the state of Missouri. Kari Ann Lovera holds Series 6, 7, 63 and 65 licenses. Kari Ann Lovera also has experience in the following areas: financial planning, and portfolio management for individuals.
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
MO
03/18/2022 - Present
Thrivent Investment Management Inc. (St Louis MO)
IA
Issued 03/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kari Lovera is the right advisor for you? Invested Better is here to help.