Unclaimed
Sarah Jennine Davis is a financial advisor with Thrivent Investment Management Inc. Sarah has been in the industry since August 2006 and is registered in 27 states including Florida, Texas, and Arizona. Sarah holds the Series 6, 7, and 66 securities licenses as well as the SIE exam. Sarah also has experience as a board member, owner, and treasurer for various organizations. Sarah is committed to providing financial advice and planning services to individuals and businesses.
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
FL
06/01/2012 - Present
Thrivent Investment Management Inc. (Jupiter FL)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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