Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naomi? Claim Your ProfileNaomi Maria Buerkle is a financial professional with over 4 years of experience in the industry. Naomi is currently registered with Thrivent Investment Management Inc. and is licensed to provide financial advice in Arizona. Previously, Naomi was associated with PRUCO SECURITIES, LLC. in Phoenix, AZ. Naomi holds the Series 6, Series 63 and SIE licenses. Naomi specializes in providing financial advice to individuals and high-net-worth individuals.
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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MN
02/24/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
AZ
02/19/2018 - 01/31/2022
PRUCO SECURITIES, LLC. (PHOENIX AZ)
BC
Issued 04/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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