Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Woolery is a registered investment advisor representative with Thrivent Investment Management Inc. Steven has been in the industry since April 12, 2015. Steven is registered in Minnesota. Steven is a Series 66, Series 7 and SIE licensed individual. Steven is also a registered representative of Thrivent Investment Management Inc. Steven is located in Shakopee, Minnesota and works in the firm’s Shakopee branch office. Steven has a long history of experience in the financial services industry. In addition to the firm Steven is also an active musician in multiple bands.
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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MN
05/22/2015 - Present
Thrivent Investment Management Inc. (SHAKOPEE MN)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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