Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Phelps is a financial advisor with over 20 years of experience in the industry. Sharon is a registered representative with Thrivent Investment Management Inc., and is licensed in 8 states. She has a Series 66, Series 7, and SIE license. Sharon's areas of expertise include financial planning and portfolio management for individuals. Sharon's clients are individuals, corporations, high net worth individuals, churches, and non-profit sharing retirement accounts.
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
OH
06/01/2021 - Present
Thrivent Investment Management Inc. (GRANVILLE OH)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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