Unclaimed
Sameer Bham is a registered representative with Thrivent Investment Management Inc. Sameer is licensed to offer securities and investment advisory services in Arizona, California, Florida, Massachusetts, and Texas. Sameer has earned the Series 63, Series 6TO, and SIE licenses. Sameer specializes in providing financial planning services and portfolio management services for individuals and churches and non-profit sharing retirement accounts.
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.
1
2
TX
12/05/2023 - Present
Thrivent Investment Management Inc. (Allen TX)
BC
Issued 11/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sameer Bham is the right advisor for you? Invested Better is here to help.