Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanna? Claim Your ProfileSuzanna Wick is a registered representative and investment advisor representative with Thrivent Investment Management Inc. Suzanna has been in the industry since July 2009 and is registered in Minnesota. Suzanna is a Series 7 and Series 66 licensed professional, with additional licenses in Series 99TO and SIE. Suzanna is an active member of the United States Army Reserve and is currently serving as a Sergeant First Class.
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
MN
12/19/2013 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 09/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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