Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Marie Harvey is a registered representative at Thrivent Investment Management Inc. Sara has been working in the financial industry since August 26, 2012. Sara has a Series 7, Series 24, and Series 66 license and has experience with financial planning and portfolio management. Sara has also been an ambassador for Plexus Worldwide since May 2014.
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
10/14/2016 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
10/25/2011 - 07/16/2012
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/15/2009 - 07/16/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/20/2009 - 07/16/2012
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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