Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Wogan is a financial advisor associated with Thrivent Investment Management Inc. with over 15 years of experience in the industry. Matthew specializes in helping individuals and families develop financial plans and manage their investments. Matthew has obtained the necessary licenses and registrations to practice as a financial advisor, including the Series 7TO, Series 66, and SIE exams. Matthew's firm, Thrivent Investment Management Inc., is a financial services company that provides financial planning, investment management, and other services to individuals and families. Matthew's firm has offices in Charlotte, NC and Mint Hill, NC.
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
NC
02/28/2020 - Present
Thrivent Investment Management Inc. (CHARLOTTE NC)
BOTH
Issued 02/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Matthew Wogan is the right advisor for you? Invested Better is here to help.
