Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Anson White is a financial professional with over 20 years of experience in the industry. Paul currently works with Thrivent Investment Management Inc. and has been registered with the state of Minnesota since 1999. Paul is a Chartered Financial Consultant, which is a designation awarded to individuals who meet certain qualifications and have demonstrated expertise in financial planning.
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
11/18/2013 - Present
Thrivent Investment Management Inc. (LITCHFIELD MN)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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