Unclaimed
Melissa Kay Hofmeister is a financial advisor at Thrivent Investment Management Inc.. Melissa has been in the financial services industry since February 2, 2017 and is licensed in 14 states. Melissa is a registered representative with FINRA and is also registered with the state of Wisconsin as an investment advisor representative. Melissa has a Series 66 and Series 7 license as well as the SIE exam. Melissa is able to provide a wide range of financial services to individuals, families, and businesses. Some of the services that Melissa offers include financial planning, investment management, and retirement planning.
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
02/27/2017 - Present
Thrivent Investment Management Inc. (MUSKEGO WI)
BOTH
Issued 02/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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