Unclaimed
Sarah Michelle Spurlock is a financial advisor at Thrivent Investment Management Inc. in Richmond, Kentucky. Sarah has been in the financial services industry since 2024. Sarah has passed the Series 7TO and SIE exams and holds a Kentucky registration. Sarah specializes in providing financial planning and portfolio management services for individuals. Sarah Michelle Spurlock can help clients with a range of financial needs, including retirement planning, investment management, and college savings.
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
KY
09/09/2024 - Present
Thrivent Investment Management Inc. (Lexington KY)
BC
Issued 07/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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