Unclaimed
Korinda Luv Bullard is a financial advisor with Thrivent Investment Management Inc., a firm that manages over $14.8 billion in assets for individuals, families, and businesses. Korinda has been in the financial industry since 2002. She is registered with the state of Washington as an Investment Advisor Representative (IAR) and a Registered Representative (RR), and she has earned the Series 6, Series 7TO, and Series 66 licenses. Korinda provides financial planning and portfolio management services for individuals and families. She is committed to helping her clients achieve their financial goals, and she takes a personalized approach to financial planning.
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
WA
05/01/2023 - Present
Thrivent Investment Management Inc. (Ferndale WA)
WA
09/19/2002 - 06/05/2006
U.S. BANCORP INVESTMENTS, INC. (BLAINE WA)
BOTH
Issued 04/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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