Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney McPherson is a financial advisor with Thrivent Investment Management Inc. Whitney has been in the industry for over 4 years and holds Series 6TO, Series 63, and Series 26 licenses. Whitney previously worked at ALLIANCE-ONE INVESTMENTS, LLC in Tulsa, Oklahoma. Whitney specializes in individual and church/non-profit retirement accounts.
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
MN
04/20/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
OK
02/20/2020 - 02/06/2023
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
OK
04/27/2019 - 10/21/2019
ALLIANCE-ONE INVESTMENTS, LLC (Tulsa OK)
BC
Issued 07/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Whitney McPherson is the right advisor for you? Invested Better is here to help.
