Unclaimed
Teresa R. Powell is a financial advisor with Thrivent Investment Management Inc. She is registered with FINRA and is licensed to provide advisory services in several states. Teresa has been in the industry since August 2020 and has a strong background in financial planning and investment management. Her areas of expertise include portfolio management for individuals, financial planning, and other advisory services. Teresa is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
MD
08/10/2020 - Present
Thrivent Investment Management Inc. (Marriottsville MD)
BOTH
Issued 08/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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