Unclaimed
Phillip Merle Buckles is a registered Investment Advisor Representative and a Registered Representative with Thrivent Investment Management Inc. Phillip Merle Buckles has been in the industry since January 18, 2024. Phillip Merle Buckles works in the Perrysburg, OH branch office. The firm has branch office locations in Perrysburg, OH.
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
OH
05/20/2024 - Present
Thrivent Investment Management Inc. (PERRYSBURG OH)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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