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Ramsey Safwat Israwi

Thrivent Investment Management Inc.

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About Ramsey Safwat Israwi

Ramsey Israwi is a financial advisor with over 16 years of experience in the industry. Ramsey is currently registered with Thrivent Investment Management Inc. and holds Series 6, 7, 24, 63 and 66 licenses. Ramsey has been with Thrivent since 2015, but has a history of working with NYLIFE SECURITIES LLC. Ramsey has worked with a wide variety of clients, including high-net-worth individuals, churches, and non-profit organizations.

Firm Information

Ramsey Israwi is currently registered with Thrivent Investment Management Inc.. Thrivent Investment Management Inc., founded in 1986, is a corporation headquartered in Minneapolis, Minnesota. The firm provides financial planning and portfolio management services for individuals, corporations, and other entities, including churches and non-profit organizations. Thrivent is registered with the SEC and in all 50 states.
Thrivent Investment Management Inc.

600 PORTLAND AVENUE SOUTH

MINNEAPOLIS, MN 55415

$14.81B

Assets Under Management

56,805

Total Clients

3,242

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ramsey Israwi’s Registration & Firm History

CA

11/24/2015 - Present

Thrivent Investment Management Inc. (Irvine CA)

CA

12/16/2008 - 10/19/2015

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BOTH

Issued 03/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 12/15/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ramsey Safwat Israwi.
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