Unclaimed
Louis Anthony Datilio is a financial advisor at Thrivent Investment Management Inc.. Louis has been in the financial services industry since June 2023 and holds licenses in Arizona, Texas, California, Iowa, Massachusetts, New Hampshire, New York, and Utah. Louis has passed the Series 7TO, SIE, and Series 66 examinations and specializes in providing financial planning and portfolio management services to individual and institutional clients. Louis is a certified coach with USA Gymnastics and USA Youth Fitness Center.
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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AZ
01/17/2024 - Present
Thrivent Investment Management Inc. (MESA AZ)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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