Unclaimed
Paul Lekar is a financial advisor with over 20 years of experience in the industry. He is registered with Thrivent Investment Management Inc. and has a broad range of experience in providing financial advice to individuals and corporations. Paul holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam, demonstrating his commitment to providing comprehensive financial services. His expertise lies in providing financial planning and portfolio management. Paul is dedicated to providing personalized and tailored financial advice to help clients reach 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.
1
2
MO
08/13/2014 - Present
Thrivent Investment Management Inc. (Osage Beach MO)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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