Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Klein is a financial professional with over 23 years of experience in the financial services industry. He is currently registered with Thrivent Investment Management Inc. in Jacksonville, Florida. Michael specializes in providing financial planning and investment management services to a diverse clientele, including individuals, families, and businesses. He is also equipped to serve churches and non-profit organizations. Michael is committed to helping his clients achieve their financial goals and aspirations.
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
FL
06/18/2024 - Present
Thrivent Investment Management Inc. (Jacksonville FL)
FL
06/10/1999 - 08/09/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Jacksonville FL)
BC
Issued 07/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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