Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tavisi? Claim Your ProfileTavisi Sharma is a Registered Representative with Thrivent Investment Management Inc. Tavisi is registered in California. Tavisi has 1 registration with the state. The advisor is also registered with FINRA, the Financial Industry Regulatory Authority. Tavisi holds the Series 66 license and has worked in the industry since 2018. The advisor has experience in the areas of financial planning, portfolio management for individuals, and portfolio management for businesses. The advisor has experience working with churches, high net worth individuals, corporations or other businesses, and 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.
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MN
01/06/2025 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
Active
Inactive
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