Unclaimed
Monnencia Shanta Riley is a financial advisor with Thrivent Investment Management Inc. Monnencia has over 8 years of experience in the financial services industry. She is licensed to provide investment advice and securities products in multiple states. Monnencia holds the Series 6, 7TO, 63, and 65 licenses as well as the SIE exam. Monnencia specializes in financial planning and portfolio management for both individuals and businesses. Monnencia is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
04/28/2020 - Present
Thrivent Investment Management Inc. (Chesterfield MI)
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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