Unclaimed
Tamra Frazier is an investment advisor representative with Thrivent Investment Management Inc., registered with the state of Indiana. Tamra has been in the industry since May 3, 2011 and has experience with Thrivent Investment Management Inc. and previous experience with Stifel, Nicolaus & Company, Incorporated and NatCity Investments, Inc.. Tamra Frazier has passed the Series 63, Series 66, Series 7 and SIE exams. Tamra specializes in providing financial planning and portfolio management for individuals.
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
IN
12/17/2014 - Present
Thrivent Investment Management Inc. (Fort Wayne IN)
MO
04/24/2001 - 10/17/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
06/18/1999 - 04/27/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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