Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Elizabeth Heinsma is an investment advisor representative at Thrivent Investment Management Inc. Megan began her career in the financial services industry on October 16, 2019. Megan has successfully passed the Series 66, Series 7TO and SIE exams. Megan has prior experience at Securities America, Inc. and Capital Insight Financial Group. Megan specializes in Retirement Planning and Investment Advisory Services.
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
WI
04/05/2023 - Present
Thrivent Investment Management Inc. (Germantown WI)
CA
10/12/2019 - 03/02/2023
SECURITIES AMERICA, INC. (LIVERMORE CA)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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