Unclaimed
Michael James McGee is a financial advisor with over 26 years of experience in the industry. Michael has been registered with Thrivent Investment Management Inc. since 2005, previously worked with Lutheran Brotherhood Securities Corp. and is currently registered with the state of New Jersey. Michael is also registered with the state of Florida, New York and Ohio. Michael is licensed to provide financial planning and portfolio management for individuals. Michael specializes in retirement planning and insurance products.
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
NJ
09/16/2005 - Present
Thrivent Investment Management Inc. (MONTVALE NJ)
MN
09/04/1996 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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