Unclaimed
Sarah Greenway is a financial advisor with Thrivent Investment Management Inc. Sarah has been in the industry for over five years, holding registrations in over 50 states and the District of Columbia. Sarah's previous experience includes roles with LPL Financial LLC and Allstate Financial Services, LLC. Sarah's areas of expertise include financial planning and portfolio management for individuals and families. Sarah is committed to helping clients reach 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
MN
12/09/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
CA
04/27/2020 - 08/25/2022
LPL FINANCIAL LLC (CITRUS HEIGHTS CA)
CA
02/05/2018 - 04/13/2020
ALLSTATE FINANCIAL SERVICES, LLC (Rocklin CA)
BOTH
Issued 11/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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