Unclaimed
Stephanie Feeney is a financial advisor at Thrivent Investment Management Inc. Stephanie has been in the financial services industry since August 15, 2021. Stephanie is registered with both FINRA and the state of Missouri as an investment advisor representative (IAR). Stephanie is also registered as an investment advisor representative in the state of Texas. Stephanie holds the Series 7TO, Series 63, and Series 66 licenses. Stephanie specializes in providing financial planning services, portfolio management for individuals, and retirement planning.
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
MO
01/31/2022 - Present
Thrivent Investment Management Inc. (St Louis MO)
BOTH
Issued 01/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephanie Feeney is the right advisor for you? Invested Better is here to help.