Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Stoller is an investment advisor representative at Thrivent Investment Management Inc. Steven has been in the financial services industry since September 2003. Steven has a Series 6, 7, and 66 license. Steven's areas of specialization include financial planning and portfolio management. Steven has been registered with Thrivent Investment Management Inc. since February 2003. Steven Stoller can help you with your 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.
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2
NE
07/08/2021 - Present
Thrivent Investment Management Inc. (OMAHA NE)
BOTH
Issued 09/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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