Unclaimed
Venus Celia Wilson is a registered investment advisor with Thrivent Investment Management Inc. Venus is a registered representative in Delaware, District of Columbia, Maryland, North Carolina, Pennsylvania, and Virginia. Venus has been in the industry since January 2006, having previously worked with Ameriprise Financial Services, Inc. Venus has passed the Series 7, Series 66 and SIE examinations. Venus Celia Wilson focuses on financial planning and portfolio management for individuals.
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
MD
05/06/2008 - Present
Thrivent Investment Management Inc. (Bowie MD)
MD
01/25/2006 - 05/05/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ANNAPOLIS MD)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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