Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Brooks Meyer is a financial advisor with Thrivent Investment Management Inc. Phillip has been in the financial industry since March 2013 and is licensed to offer investment advice in Minnesota. Phillip holds the Series 7 and Series 66 securities licenses and the SIE exam. The advisor has worked for Thrivent Investment Management Inc. since January 2013 and has worked with Thrivent Financial since February 2010. Phillip has experience working with individuals, high net worth individuals, corporations, charitable organizations, and churches. Phillip offers financial planning services and portfolio management for individuals.
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
11/12/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 09/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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