Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa McNally is an investment advisor representative at Thrivent Investment Management Inc. She has been working in the financial industry since 2022 and has experience in financial planning and portfolio management. Theresa has a Series 7TO, Series 66 and SIE license. Theresa is registered with the state of Minnesota and Wisconsin.
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
MN
09/12/2022 - Present
Thrivent Investment Management Inc. (WINONA MN)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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