Unclaimed
Michael Joeckel is a financial professional with over 28 years of experience in the industry. Michael is registered with Thrivent Investment Management Inc. in Florida and Texas as both a Registered Representative and Investment Adviser Representative. Michael's previous experience includes roles with Securities America, Inc., Financial Network Investment Corporation, and WRP Investments, Inc. Michael holds Series 6, 7, 63, and 65 licenses. Michael is a specialist in retirement and financial 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.
1
2
FL
05/05/2020 - Present
Thrivent Investment Management Inc. (TAMPA FL)
CT
05/18/2011 - 09/25/2015
SECURITIES AMERICA, INC. (BRISTOL CT)
CT
07/28/2008 - 05/18/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (NEWTON CT)
CT
10/03/2005 - 07/31/2006
WRP INVESTMENTS, INC. (WATERBURY CT)
MN
05/13/1992 - 09/29/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 10/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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