Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Murphy is a registered investment advisor representative with Thrivent Investment Management Inc. Melissa has been in the financial services industry since 2014. Melissa is licensed to provide investment advice in Wisconsin. Melissa has experience working with individual investors, high-net-worth individuals, businesses, and churches. Melissa provides financial planning and portfolio management services to her clients.
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
WI
01/24/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
06/04/2014 - 12/17/2018
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Murphy is the right advisor for you? Invested Better is here to help.
