Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Juran is an investment advisor representative at Thrivent Investment Management Inc. Sara is registered with FINRA and the state of Minnesota. She has been in the industry since August 20, 2017. Sara has experience in providing investment advice to individuals and high-net-worth individuals, and she is also qualified to provide financial planning services. Sara holds the Series 6, 7, 63, and 65 licenses, along with the SIE. She is also a licensed insurance agent in the state of Wisconsin. Previously, Sara was employed at Northwestern Mutual Investment Services, LLC for over four years. Sara is committed to providing her clients with personalized investment 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.
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2
MN
08/09/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
04/15/2016 - 09/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUDSON WI)
IA
Issued 09/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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