Unclaimed
Stephen Douglas Schocke is a financial advisor currently working for Thrivent Investment Management Inc. in Shelby Township, MI. Stephen is registered with the state of Michigan and has been in the industry since February 2009. Stephen holds both Series 7 and Series 66 licenses and has a history of working with individuals, high-net-worth individuals, corporations, and charitable 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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MI
04/22/2010 - Present
Thrivent Investment Management Inc. (Shelby Township MI)
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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