Unclaimed
William Edwin Lagrange is an investment advisor representative for Thrivent Investment Management Inc. William has been in the financial services industry for 22 years. William's office is located in Oviedo, FL. William is registered with the state of Florida as an Investment Advisor Representative. William is also registered with the state of Oklahoma as an Investment Advisor Representative. William is registered with the state of Texas as an Investment Advisor Representative. William has passed the Series 6, Series 7, and Series 66 exams. William is also a Registered Representative.
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
FL
08/01/2008 - Present
Thrivent Investment Management Inc. (Oviedo FL)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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