Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa McCarthy is a financial advisor with Thrivent Investment Management Inc. Theresa has been in the industry for more than a year and is a registered representative with FINRA. Theresa has a Series 63 license and is currently registered in 15 states. Theresa specializes in working with individuals and has several years of experience providing financial planning advice.
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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FL
11/16/2023 - Present
Thrivent Investment Management Inc. (Jacksonville FL)
BC
Issued 12/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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