Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ransom Allen is a financial advisor based in BELLEVUE, WA. William Allen is registered with Thrivent Investment Management Inc., which is a registered investment advisor. William Allen has been in the industry since 2024 and is registered in Washington. William Allen has passed the Series 7TO, SIE, and Series 66 exams. William Allen can provide financial planning and portfolio management for individuals.
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
WA
12/06/2024 - Present
Thrivent Investment Management Inc. (LAKE STEVENS WA)
BOTH
Issued 07/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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