Unclaimed
Mark Beckman is a financial advisor at Thrivent Investment Management Inc., a firm that has 2605 investment advisor representatives and a total of 14,813,761,600 USD in regulatory assets under management. Mark has been in the industry since November 1998 and is registered with the state of Iowa and the District of Columbia. Mark provides financial planning and portfolio management services to individuals. Mark is also an independent agent for Wellmark Blue Cross/Blue Shield of Iowa, offering health insurance products in Iowa. Mark has earned the Series 6, 7, 63 and 66 licenses.
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.
1
2
IA
03/23/2006 - Present
Thrivent Investment Management Inc. (MANCHESTER IA)
BOTH
Issued 06/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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