Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Alyson Esswein is a financial professional with over 9 years of experience in the industry. Kelsey is a registered representative with Thrivent Investment Management Inc. and holds the Series 66, Series 7, and SIE licenses. Kelsey provides financial planning and portfolio management services to individuals and businesses. In addition to their role at Thrivent Investment Management Inc., Kelsey is also an Independent Consultant for Arbonne International.
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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CA
11/28/2014 - Present
Thrivent Investment Management Inc. (Cypress CA)
BOTH
Issued 11/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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