Unclaimed
Robert Smith is a registered representative with Thrivent Investment Management Inc. Robert is registered with the state of Florida. Robert has been in the industry for over 8 years and has passed the Uniform Combined State Law Examination. Robert specializes in providing financial planning and portfolio management services to individuals and churches.
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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FL
11/20/2024 - Present
Thrivent Investment Management Inc. (Sarasota FL)
Active
Inactive
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