Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Luca Hokaj is a financial advisor with Thrivent Investment Management Inc. Terry has been in the financial services industry since 2004 and has a wide range of experience. Terry holds the Series 66, Series 7 and SIE licenses. Terry is registered with the state of Pennsylvania and several other states. The firm focuses on providing financial planning and portfolio management services to individuals, churches, and other non-profit organizations.
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
PA
07/09/2008 - Present
Thrivent Investment Management Inc. (ERIE PA)
BOTH
Issued 01/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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