Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophey? Claim Your ProfileSophey Stepanek is a registered representative with Thrivent Investment Management Inc. Sophey has been in the financial services industry for approximately 4 years. Sophey is licensed in the state of Minnesota to provide investment advice and securities transactions. Sophey specializes in providing financial advice and managing portfolios for individuals and businesses. Sophey has a strong track record of helping clients achieve their financial goals. Sophey is committed to providing personalized service and building long-term relationships with clients.
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
05/10/2022 - Present
Thrivent Investment Management Inc. (Forest Lake MN)
IA
Issued 05/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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