Unclaimed
Tara Sibrian is a financial advisor with over 17 years of experience in the financial industry. She is currently registered as a broker-dealer and an investment advisor representative with Thrivent Investment Management Inc. Tara has a wide range of experience in providing financial advice, including investment management, financial planning, and retirement planning. Tara specializes in helping individuals and families meet their financial goals, whether it’s saving for retirement, planning for college, or protecting their assets. She holds a Series 66 license, a Series 7 license and a SIE license. Tara is committed to providing her clients with personalized service and a comprehensive approach to financial planning.
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
CA
01/06/2022 - Present
Thrivent Investment Management Inc. (ONTARIO CA)
BOTH
Issued 02/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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