Unclaimed
Paul Sakry is a financial professional with over 16 years of experience in the industry. Paul is currently registered with Thrivent Investment Management Inc. as a Registered Representative. Paul has previously held positions at Securian Financial Services, Inc. and Hartford Equity Sales Company Inc. Paul has a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses and has experience in providing financial planning and portfolio management services to individuals, corporations, churches and non-profit organizations. Paul is committed to helping 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
MN
03/12/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
06/23/2008 - 04/07/2017
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
03/20/2008 - 06/10/2008
HARTFORD EQUITY SALES COMPANY INC. (WOODBURY MN)
PA
09/18/2007 - 03/20/2008
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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