Unclaimed
Weston Gary Woodbridge is a registered investment advisor representative with Thrivent Investment Management Inc. Weston has been in the industry since 2012 and has experience with both Thrivent Investment Management Inc. and Founders Financial Securities LLC. Weston is registered in Michigan and holds the Series 7, Series 66 and SIE licenses.
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
MI
07/29/2013 - Present
Thrivent Investment Management Inc. (SAGINAW MI)
MI
08/03/2012 - 07/23/2013
FOUNDERS FINANCIAL SECURITIES LLC (SAGINAW MI)
BOTH
Issued 10/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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