Unclaimed
Matthew Budde is a financial professional with Thrivent Investment Management Inc. Matthew has been in the financial industry for over 10 years. Matthew is registered with FINRA and has a Series 7, Series 63, and Series 66 license. Matthew is also registered as an investment advisor representative in several states, including Virginia, Texas, District of Columbia, Maryland, Florida, Minnesota, and North Carolina, among others. Matthew specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Matthew is committed to helping his clients achieve their financial goals.
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
VA
08/03/2022 - Present
Thrivent Investment Management Inc. (Virginia Beach VA)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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