Unclaimed
Kimberly Frye is a financial advisor based in Bradenton, FL. She has been in the industry since 2012. Kimberly is registered as a broker-dealer and investment advisor in several states, including Florida, Indiana, Michigan, North Carolina, and Ohio. Kimberly holds the Series 6, 7TO, 63, and 65 licenses. Kimberly has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized financial advice and services to help clients reach their financial goals. Kimberly is affiliated with Thrivent Investment Management Inc.
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
06/21/2022 - Present
Thrivent Investment Management Inc. (Bradenton FL)
IA
Issued 06/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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