Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Patricia Coffey is a financial professional who has been active in the industry since 2023. She holds both a Series 7TO and a Series 66 license. She has a current registration with both the Minnesota and Texas state regulatory authorities. Sarah Patricia Coffey is associated with Thrivent Investment Management Inc., a company that offers a range of financial services including portfolio management for individuals and financial planning. They also manage assets for high-net-worth individuals, corporations, and other 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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MN
08/24/2023 - Present
Thrivent Investment Management Inc. (GOLDEN VALLEY MN)
BOTH
Issued 08/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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