Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Mesing is a registered investment advisor representative with Thrivent Investment Management Inc. Sara has been in the financial services industry for over 3 years and holds the Series 63 and Series 65 licenses, as well as the Series 6TO and SIE exams. Sara is registered in Indiana and Ohio to offer investment advice. Sara's background is in hospitality and she has a strong understanding of the needs of individuals and families. Sara is committed to helping her clients achieve their financial goals and she is passionate about providing personalized financial advice.
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
OH
06/06/2023 - Present
Thrivent Investment Management Inc. (Van Wert OH)
IA
Issued 05/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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