Unclaimed
Laurie Halvorson is a financial advisor with Thrivent Investment Management Inc. Laurie has been in the financial services industry since 2001. Laurie is registered with the state of North Carolina and holds Series 6, Series 63, and SIE licenses. Laurie specializes in providing financial advice and portfolio management to individuals and families. Laurie has a long history in the financial services industry and has been serving clients in Charlotte for over 20 years.
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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NC
07/01/2002 - Present
Thrivent Investment Management Inc. (CHARLOTTE NC)
MN
03/14/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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