Unclaimed
Paul Meier is a registered investment advisor representative with Thrivent Investment Management Inc. Paul's expertise spans multiple areas, including insurance, investment management, and financial planning. Paul Meier has worked in the financial industry since September 1995. He is licensed to sell securities in multiple states across the country. Paul Meier is currently registered with Thrivent Investment Management Inc. in Arizona and Oklahoma. Paul Meier is committed to providing personalized financial advice and 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
AZ
08/02/2022 - Present
Thrivent Investment Management Inc. (PAYSON AZ)
BOTH
Issued 01/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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