Unclaimed
Logan Spencer Brockway is a financial advisor with Thrivent Investment Management Inc. Logan has been in the industry since 2023. Logan is registered with the following states: Delaware, Maryland, New Jersey, Pennsylvania and Texas. Logan holds the Series 63, Series 65, Series 6TO and SIE licenses. Logan specializes in providing financial planning and portfolio management services to individuals and families. Logan's areas of expertise include investment planning, retirement planning, and estate 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.
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2
PA
09/16/2024 - Present
Thrivent Investment Management Inc. (Exton PA)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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