Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven John Welch is a financial advisor at Thrivent Investment Management Inc. Steven has been in the financial industry since 2015. Steven is registered with the state of Florida as a registered representative and investment advisor representative. Steven has a Series 6, Series 7 and Series 66 licenses. Steven has worked at Thrivent since 2016. Prior to that, Steven worked at State Farm VP Management Corp.
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
FL
10/04/2016 - Present
Thrivent Investment Management Inc. (Saint Petersburg FL)
IL
08/18/2015 - 07/29/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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