Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacie? Claim Your ProfileStacie Patchett is a financial advisor with Thrivent Investment Management Inc. located in APPLETON, WI. Stacie has been in the financial industry since 2004 and holds the Series 63, Series 7 and SIE licenses. Stacie is registered to provide investment advice in 10 states including Florida, Illinois, Iowa, Maryland, Michigan, Minnesota, Nebraska, South Carolina, Texas, and Wisconsin. Stacie focuses on providing financial planning and portfolio management for both individuals and businesses.
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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WI
10/28/2004 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 11/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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