Unclaimed
Sara Meyer is a registered representative with Thrivent Investment Management Inc. in Asheville, NC. Sara has been in the financial services industry since 2013 and has extensive experience in providing investment advice and financial planning services to individuals and families. Sara holds a Series 7, Series 66, and SIE license. Sara is registered in 23 states and is actively involved in the community through her work with Embrace Families. Sara is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NC
02/23/2017 - Present
Thrivent Investment Management Inc. (Asheville NC)
BOTH
Issued 05/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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