Unclaimed
Robert Carl Sunbury is an investment advisor representative with Thrivent Investment Management Inc. Robert has been in the industry since July 2009 and has a Series 66 and Series 7 license. He has an active registration in Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Robert has experience working with churches and non-profit sharing retirement accounts, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Thrivent Investment Management Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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
NJ
08/07/2009 - Present
Thrivent Investment Management Inc. (TABERNACLE NJ)
BOTH
Issued 08/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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