Unclaimed
Mark Clegg is an investment advisor representative associated with Thrivent Investment Management Inc. Mark is registered to provide investment advice in Minnesota and Oklahoma. Mark has been working in the industry since October 2005 and holds the Series 7, Series 24, Series 53, and Series 66 licenses. Mark has a specialization in insurance and retirement planning. The firm has approximately $14.8 billion in regulatory assets under management.
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
MN
01/25/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Clegg is the right advisor for you? Invested Better is here to help.