Unclaimed
Sandeep Merneedi is a registered investment advisor representative with Thrivent Investment Management Inc. in Mundelein, Illinois. Sandeep has been in the industry since 2024 and holds Series 66, Series 7TO, and SIE licenses. Sandeep's previous employers include Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Thrivent Financial. Sandeep provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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
IL
07/11/2024 - Present
Thrivent Investment Management Inc. (Mundelein IL)
BOTH
Issued 06/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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