Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Sampl is a financial advisor registered with Thrivent Investment Management Inc. Rachel has been in the financial services industry for over 7 years. Rachel has been with Thrivent Investment Management Inc. for over 7 years and has previously held positions at other firms such as OSAIC WEALTH, INC., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc.. Rachel holds FINRA Series 7, 24, 52, 53, and 66 licenses and is a registered investment advisor in Colorado and South Carolina. Rachel has a proven track record of providing financial planning and portfolio management services to individuals and families. Rachel is committed to helping clients achieve their financial goals.
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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MO
12/18/2024 - Present
Thrivent Investment Management Inc. (St Louis MO)
AZ
08/08/2023 - 04/01/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
08/08/2023 - 04/01/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
08/08/2023 - 04/01/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
08/08/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/08/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
08/08/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MO
09/21/2020 - 08/09/2023
THRIVENT INVESTMENT MANAGEMENT INC. (St Louis MO)
CO
11/26/2018 - 09/08/2020
MML INVESTORS SERVICES, LLC (GREENWOOD VILLAGE CO)
MO
07/25/2017 - 10/09/2018
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
05/11/2016 - 03/13/2017
THRIVENT INVESTMENT MANAGEMENT INC. (ST LOUIS MO)
BOTH
Issued 05/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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