Unclaimed
Molly Marie Paolilli is a financial advisor at Thrivent Investment Management Inc., a firm with offices in Minneapolis, Minnesota. Molly has been in the financial services industry since 2023. She has a Series 7TO, Series 63 and Series 66 license and is registered in California, Florida, Nevada, and Ohio. Molly's specializations include financial planning and portfolio management for individuals. She is also a swim instructor at Lil' Guppies Swim School.
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
08/29/2023 - Present
Thrivent Investment Management Inc. (Sarasota FL)
BOTH
Issued 08/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Molly Paolilli is the right advisor for you? Invested Better is here to help.