Unclaimed
Melanie Ann Meyer is a registered investment advisor representative with Thrivent Investment Management Inc. Melanie has been working in the securities industry since 1993 and has been with Thrivent Investment Management Inc. since 2002. Melanie is licensed to conduct business in Arizona, California, Colorado, Florida, Georgia, Hawaii, Iowa, Michigan, Minnesota, New York, Oregon, Texas, Washington, and Wisconsin. Melanie has passed the Series 6, 7, 63, and 65 exams. Melanie specializes in offering financial planning and portfolio management for individuals. Melanie is a member at large for the Henry Mayo Newhall Hospital Foundation, a community hospital in Valencia, CA.
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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CA
05/26/2022 - Present
Thrivent Investment Management Inc. (Valencia CA)
MN
06/09/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 12/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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