Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas McGuire is a financial advisor with Thrivent Investment Management Inc. located in LANSDALE, Pennsylvania. Thomas McGuire has been working in the financial services industry since 1999. Thomas McGuire is registered with the state of Pennsylvania as a Registered Investment Advisor. Thomas McGuire holds the Series 66, Series 7 and SIE licenses. Thomas McGuire has experience working with churches, nonprofits, individuals, corporations and other businesses. Thomas McGuire is a Certified Financial Planner and has a specialization in asset allocation.
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
11/11/2003 - Present
Thrivent Investment Management Inc. (LANSDALE PA)
MN
07/07/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 07/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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