Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Pelkofer is a financial advisor at Thrivent Investment Management Inc. Mary has been in the financial services industry for 2 years. Mary is registered with the state of Wisconsin. Mary has passed the Series 7TO, SIE and Series 66 exams. Mary's firm manages a wide range of assets for a variety of clients, including individuals, businesses, and retirement plans. Mary's clients have access to a full suite of financial services, including financial planning, portfolio management, and educational seminars.
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
08/30/2021 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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