Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dennis Wedde is a financial professional with over 18 years of experience in the industry. William is registered with Thrivent Investment Management Inc. and has a strong track record of providing financial advice and guidance to individuals and businesses. William is dedicated to helping clients achieve their financial goals and has a deep understanding of various investment strategies. William is licensed to provide investment advice in a variety of states, including California, Oklahoma, and Texas, and is committed to providing personalized service to each client.
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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CA
02/13/2017 - Present
Thrivent Investment Management Inc. (Capistrano Beach CA)
BOTH
Issued 04/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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