Unclaimed
Marcie Swenson is a financial professional with Thrivent Investment Management Inc. Marcie has several years of experience in the financial services industry. Marcie is licensed to offer a variety of financial products and services to individuals and businesses. Marcie is committed to providing her clients with personalized financial advice and guidance.
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
MN
03/15/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BC
Issued 07/10/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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