Unclaimed
Michelle Mitchell is a financial advisor with Thrivent Investment Management Inc. in Downers Grove, Illinois. Michelle has been in the financial services industry since 2003. Michelle is licensed to provide investment advice and sell securities in 16 states and has a Series 6, 7, 26, 63, 66, and SIE licenses. Michelle specializes in providing financial planning and investment management services to individuals and businesses. Michelle has also worked for Citigroup Global Markets Inc.
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
IL
10/05/2023 - Present
Thrivent Investment Management Inc. (DOWNERS GROVE IL)
IL
02/03/2010 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
05/29/2007 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (DARIEN IL)
IL
09/09/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (DARIEN IL)
BOTH
Issued 04/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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