Unclaimed
Tina Andrew is an investment advisor representative with Thrivent Investment Management Inc., with a focus on providing financial planning and portfolio management services to individuals and businesses. Tina has over 20 years of experience in the industry and holds the Series 6, 7, 24, 63 and 66 licenses. Tina has previously held roles at BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc., and Thrivent Investment Management Inc.
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.
1
2
WI
11/06/2015 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
08/01/2012 - 09/28/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
01/17/2007 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (APPLETON WI)
WI
03/19/2004 - 01/17/2007
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
05/24/2002 - 08/20/2002
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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