Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Waite is a financial professional registered with Thrivent Investment Management Inc. in Minneapolis, MN. Shannon has been in the industry since June 2016 and has a Series 6, Series 26 and SIE licenses. Shannon was previously registered with ALLIANZ LIFE FINANCIAL SERVICES, LLC. in Minneapolis, MN. Shannon focuses on individuals and high-net-worth clients, providing financial planning, investment advice and portfolio management. Shannon is currently registered with Thrivent Investment Management Inc. in Minneapolis, MN.
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
MN
04/19/2022 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
05/24/2016 - 04/08/2022
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 06/24/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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