Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Sollman is a financial advisor at Thrivent Investment Management Inc.. Phillip is registered with the state of Indiana as an investment advisor representative and has been in the industry since January 30, 2017. Phillip has a Series 66 license and has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Phillip also holds a number of state licenses, including those for Alabama, Florida, Illinois, Indiana, Kentucky, Michigan, and Ohio. Phillip is also a board member of the Zion Lutheran School and a Leading Knight for the Benevolent and Protective Order of Elks.
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
IN
02/27/2017 - Present
Thrivent Investment Management Inc. (Decatur IN)
BOTH
Issued 02/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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