Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lotem? Claim Your ProfileLotem Sella is a financial advisor with over 8 years of experience in the industry. Lotem is registered with both FINRA and the SEC and holds Series 63, 65, 7, and SIE licenses. Lotem is currently employed at Thrivent Investment Management Inc. Lotem has previously worked at Fidelity Brokerage Services LLC, PenSco Trust Company, and the University of Colorado Denver. Lotem is also a Registered Representative with Thrivent Financial in Cheyenne, Wyoming.
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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CO
06/21/2024 - Present
Thrivent Investment Management Inc. (Fort Collins CO)
CO
09/21/2015 - 08/21/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 03/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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