Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Wong is a registered investment advisor representative with Thrivent Investment Management Inc. Wilfred is also a registered investment advisor in Minnesota and Wisconsin. Wilfred has been in the industry since 2010. Prior to joining Thrivent, Wilfred worked at Waddell & Reed and Edward Jones. Wilfred has a Series 66, Series 7, and SIE license. Wilfred's specializations include investment advice and retirement planning.
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
MN
06/19/2017 - Present
Thrivent Investment Management Inc. (Minneapolis MN)
MN
10/31/2014 - 01/18/2017
WADDELL & REED (BLOOMINGTON MN)
MN
06/14/2010 - 11/03/2014
EDWARD JONES (SHOREVIEW MN)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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