Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon M. Fisher is an investment advisor representative at Thrivent Investment Management Inc., based in Ormond Beach, FL. Simon has been in the industry since January 19, 2024. Simon is registered with FINRA as a Registered Representative and holds the Series 7, Series 63, Series 65, and SIE licenses. Simon provides financial planning and portfolio management services to individuals.
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
03/25/2024 - Present
Thrivent Investment Management Inc. (Ormond Beach FL)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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