Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willis? Claim Your ProfileWillis Edwin Uhlich is a financial advisor registered with Thrivent Investment Management Inc. in Wahpeton, North Dakota. Willis is a registered representative with Series 66, Series 7, and SIE licenses. Willis has been working in the financial industry since April 9, 2009. Willis has over 14 years of experience working with individuals and corporations.
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
ND
04/20/2009 - Present
Thrivent Investment Management Inc. (WAHPETON ND)
BOTH
Issued 03/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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