Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willie? Claim Your ProfileWillie Ervin is a registered investment advisor with Thrivent Investment Management Inc. Willie has been in the industry since 2018. Willie's current employment started in 2024. Willie is also registered in Alabama, Arizona, Florida, Georgia, and Texas. Willie has passed the Series 63, Series 66, Series 7, Series 6, and SIE exams. Willie has had previous registrations with CHARLES SCHWAB & CO., INC. and WELLS FARGO CLEARING SERVICES, LLC. Willie has also worked for Wells Fargo Bank, NA, Enterprise Holdings, Signet Jewelry - Jareds, Charles Schwab & Co., Inc. and CHARLES SCHWAB BANK, SSB. Willie's areas of expertise include churches and non-profit sharing retirement accounts, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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
TX
01/08/2024 - Present
Thrivent Investment Management Inc. (Allen TX)
TX
03/31/2022 - 01/03/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
04/03/2018 - 11/19/2021
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE TX)
BOTH
Issued 08/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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