Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Popowitz is a financial advisor registered with Thrivent Investment Management Inc., a firm headquartered in Minneapolis, MN. Steven Robert Popowitz is licensed to provide financial advice in Minnesota, and has been in the industry since 2023. Steven Robert Popowitz specializes in financial planning, portfolio management for individuals, and has a strong track record of success. Steven Robert Popowitz holds the Series 66, Series 7TO, and SIE licenses and has significant experience in working with individuals and families.
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
MN
04/21/2023 - Present
Thrivent Investment Management Inc. (Lino Lakes MN)
BOTH
Issued 04/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Popowitz is the right advisor for you? Invested Better is here to help.
