Unclaimed
William Weber is an investment advisor representative with Thrivent Investment Management Inc. William has been in the industry for 13 years and has a strong background in providing financial advice. William is registered to provide advisory services in 47 states and has Series 6, 7TO, 63, and 66 licenses. William's specialties are in financial planning and portfolio management. William is committed to helping individuals reach their financial goals.
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
WI
02/17/2020 - Present
Thrivent Investment Management Inc. (Appleton WI)
WI
09/12/2016 - 12/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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