Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Lee is a financial professional with Thrivent Investment Management Inc. Karl has been in the industry since December 1995. Karl is currently registered as a Registered Representative and Investment Advisor Representative in Georgia. Karl holds the Series 7TO, Series 66 and SIE licenses. Karl's specializations include Financial Planning and Portfolio Management for Individuals. Karl has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Karl has been with Thrivent Investment Management Inc. since June 2023.
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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MN
09/18/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 09/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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