Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen William Kerekes is a financial advisor with Thrivent Investment Management Inc., based in CHARLOTTE, NC. Stephen is registered with FINRA and is also a registered investment advisor. Stephen has worked in the industry since 1987 and is licensed in several states including Georgia, Montana, North Carolina, South Carolina, Wisconsin, and Connecticut. Stephen holds the Series 6, 7, and 66 licenses and the SIE certification.
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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NC
01/15/2004 - Present
Thrivent Investment Management Inc. (CHARLOTTE NC)
BOTH
Issued 08/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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