Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Teixeira is a financial advisor registered with Thrivent Investment Management Inc. Monica has been working in the financial industry since 2024 and has been registered with the firm since February 2024. She is also registered in multiple states, including Florida and the District of Columbia. Monica's primary area of focus is portfolio management for both individuals and businesses. She also offers financial planning services.
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
09/13/2024 - Present
Thrivent Investment Management Inc. (Lehigh Acres FL)
BOTH
Issued 07/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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