Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Elizabeth Grills is a financial advisor at Thrivent Investment Management Inc. She is registered with the state of Florida as an Investment Advisor Representative. Kelly holds Series 7TO, SIE, and Series 66 licenses. Kelly has been in the industry for 4 years. She is also registered with the states of Delaware, Illinois, and Pennsylvania. Kelly is also registered as an Investment Advisor Representative with the state of Florida.
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
FL
08/07/2023 - Present
Thrivent Investment Management Inc. (LAND O LAKES FL)
BOTH
Issued 08/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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