Unclaimed
Rachel Darlene Pekowsky is a financial professional with over 2 years of experience in the financial industry. She is currently registered with Thrivent Investment Management Inc. and holds a Series 6 and Series 63 license. Rachel Darlene Pekowsky focuses on providing financial planning and portfolio management services to individual clients, as well as churches and non-profit sharing retirement accounts, corporations or other businesses. Rachel Darlene Pekowsky has a strong track record of success in helping clients achieve their financial goals. She is committed to providing personalized service and working collaboratively with clients to develop customized financial plans.
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
WI
09/17/2018 - Present
Thrivent Investment Management Inc. (WAUTOMA WI)
BC
Issued 10/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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