Unclaimed
Thomas McQueen is a financial advisor at Thrivent Investment Management Inc. based in North Dartmouth, MA. Thomas has been in the industry since May 13, 2020 and is registered in Massachusetts and Rhode Island. Thomas specializes in providing financial planning and portfolio management services to individuals and families. He holds Series 6, 63, and SIE licenses and is committed to helping clients 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.
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2
MA
01/04/2021 - Present
Thrivent Investment Management Inc. (North Dartmouth MA)
MA
12/17/2019 - 08/07/2020
CITIZENS SECURITIES, INC. (FAIRHAVEN MA)
BC
Issued 01/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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