Andrew M Held
Andrew M Held
Financial Consultant
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FIC, CIMA®
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About Andrew Held
Andrew has extensive experience growing investment management capabilities through a well-defined allocation process, rigorous due diligence protocol & systematization of client service & experience. He is adept at implementing investment solutions with complex financial planning strategies for high net-worth households & aligning asset management strategies with client goals. Andrew is personally passionate about educating others on the merits of a responsibility-focused approach to investing. He always loves conversations around integrating your personal values into your...
My qualifications
- General Securities Representative
- CA Insurance Lic. #0L73040
My state licenses
- Arizona
- Colorado
- Florida
- Illinois
- Iowa
- Michigan
- Minnesota
- Missouri
- Nebraska
- New Jersey
- New York
- North Carolina
- North Dakota
- Oregon
- Pennsylvania
- South Dakota
- Tennessee
- Texas
- Virginia
- Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations