Unclaimed
Sophia Elaine Pexa is a registered investment advisor representative for Thrivent Investment Management Inc., based in Cottage Grove, Minnesota. Sophia has been in the financial services industry since 2023, with a strong background in various fields, including finance and education. Sophia holds the Series 7TO, Series 66, and SIE licenses, demonstrating a commitment to professional development and knowledge. Sophia's experience and qualifications position her to help individuals and families achieve their financial goals.
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.
1
2
MN
04/01/2024 - Present
Thrivent Investment Management Inc. (COTTAGE GROVE MN)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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