Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Brian Oday is a registered investment advisor representative with Thrivent Investment Management Inc. Kelly is a financial professional with experience in the industry. Kelly is registered to offer securities and investment advisory services in several states, including Florida, Georgia, Michigan, Minnesota, North Carolina, Texas, and Wisconsin. Kelly offers a range of financial services including 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
WI
08/03/2018 - Present
Thrivent Investment Management Inc. (MERRILL WI)
BOTH
Issued 08/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Oday is the right advisor for you? Invested Better is here to help.
