Unclaimed
William Maar is a financial advisor with Thrivent Investment Management Inc. William has been in the industry since May 18, 1995. William holds licenses in 23 states and is an active Investment Advisor Representative in Illinois, Indiana, and Texas. William holds FINRA Series 6, 7, and 63 licenses. William's primary office is located in Valparaiso, IN and they also have branch offices in Crown Point, IN and Crete, IL. William also serves as a board member for the Porter County Community Foundation.
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
IN
09/26/2014 - Present
Thrivent Investment Management Inc. (VALPARAISO IN)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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