Unclaimed
William Weiss is a registered representative with Thrivent Investment Management Inc.. William is licensed to sell securities in Minnesota, Arizona, Iowa, North Dakota, South Dakota, Texas, Washington, and Wisconsin. William has been in the industry since July 1, 2020. William is also registered as an Investment Advisor Representative in Minnesota and Texas.
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
01/30/2023 - Present
Thrivent Investment Management Inc. (BAXTER MN)
BOTH
Issued 07/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure William Weiss is the right advisor for you? Invested Better is here to help.