Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Lynn William is a financial advisor with Thrivent Investment Management Inc. Monica has been in the industry since 2023. Monica is licensed to provide financial advice in Michigan. Monica specializes in portfolio management for individuals and financial planning. Monica is a member of the National Association of Registered Investment Advisors. Monica is also a pastor of Congregational Care at Nardin Park United Methodist Church.
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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MI
12/20/2023 - Present
Thrivent Investment Management Inc. (Detroit MI)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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