Unclaimed
Victor Arevalo melgar is a financial advisor who has been in the industry since 2021. Victor holds a Series 63, 65, and 6TO license and is registered with Thrivent Investment Management Inc. Victor is registered in 20 states for both securities and investment advisory services. Victor is also registered as an Investment Advisor Representative in Oklahoma and Texas. Victor's main area of focus is in the areas of Financial Planning and Portfolio Management for Individuals. Victor works with a wide range of clients including individuals, churches and non-profit sharing retirement accounts, and corporations. Victor 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
TX
05/30/2024 - Present
Thrivent Investment Management Inc. (Houston TX)
IA
Issued 05/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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