Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Egan is a financial advisor with Thrivent Investment Management Inc. in Minneapolis, MN. Patrick Egan has been in the financial industry since 2001 and has worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Patrick Egan is registered as a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and a Registered Investment Advisor in Minnesota and Massachusetts. Patrick Egan holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) exam.
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
MN
02/17/2020 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
04/05/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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