Unclaimed
Paul Amundson is a financial advisor at Thrivent Investment Management Inc. in Alexandria, MN. Paul is licensed in multiple states and has been active in the financial industry since 2002. Paul holds both the Series 7 and Series 66 licenses and the SIE exam. Paul specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals. Paul also owns and manages several rental properties in the Alexandria area.
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
MN
10/26/2015 - Present
Thrivent Investment Management Inc. (ALEXANDRIA MN)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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