Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Richardson is an investment advisor representative at Thrivent Investment Management Inc. Mary has been in the financial services industry since 2019. Mary is registered in Georgia as an investment advisor representative. Mary has passed the Series 63, Series 7TO and Series 65 exams. Mary's experience includes previous roles at Equitable Advisors, LLC and AXA Advisors LLC.
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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GA
06/23/2022 - Present
Thrivent Investment Management Inc. (JOHNS CREEK GA)
GA
01/04/2019 - 08/19/2021
EQUITABLE ADVISORS, LLC (ATLANTA GA)
IA
Issued 06/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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