Unclaimed
Peter Go is a financial advisor at Thrivent Investment Management Inc., with over 4 years of experience in the financial services industry. Peter is registered to provide investment advice in a number of states, including Wisconsin, Texas, and Michigan. Peter holds the Series 7TO and Series 66 licenses, and the SIE exam. Peter's specializations include Investment advisory services and Financial Planning. Peter is also a member of the Financial Advisory Team for Ozaukee Christian School and is a board member of Family Promise of Washington County.
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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WI
01/10/2020 - Present
Thrivent Investment Management Inc. (WEST BEND WI)
BOTH
Issued 01/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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