Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Al-marhoon is a financial professional with over 4 years of experience in the industry. Sara is currently registered with Thrivent Investment Management Inc. and holds Series 7, Series 63, and SIE licenses. Prior to joining Thrivent Investment Management Inc., Sara worked at Securities America, Inc. and TD Ameritrade, Inc. Sara specializes in providing financial planning and portfolio management services to individuals, businesses, 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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2
MN
03/02/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
NE
04/17/2020 - 02/19/2021
SECURITIES AMERICA, INC. (OMAHA NE)
NE
05/01/2017 - 05/04/2018
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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