Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sofia? Claim Your ProfileSofia Hernandez is a financial advisor at Thrivent Investment Management Inc. Sofia has been in the financial services industry for 5 years and holds a Series 63, Series 65 and Series 6TO license. Sofia is registered to provide investment advice in 14 states and specializes in providing financial planning and portfolio management services for individuals. Sofia is also active in the community and is a leader in several non-profit organizations.
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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TX
04/15/2024 - Present
Thrivent Investment Management Inc. (Houston TX)
IA
Issued 04/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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