Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Bellizzi is a financial advisor at Thrivent Investment Management Inc. Mary Elizabeth Bellizzi has been in the financial industry since March 18, 2004. Mary Elizabeth Bellizzi is registered with the state of California as an Investment Advisor Representative (IAR) and holds a Series 66 license. Mary Elizabeth Bellizzi also holds a Series 7 license. Mary Elizabeth Bellizzi provides financial planning and portfolio management services to individuals. Mary Elizabeth Bellizzi is also a board member and bookkeeper for Lutheran Campus Ministries.
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
CA
01/31/2005 - Present
Thrivent Investment Management Inc. (APTOS CA)
BOTH
Issued 04/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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