Rebecca O Wise
Rebecca O Wise
Financial Associate
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FIC
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About Rebecca Wise
Understanding your financial picture does not need to be confusing or complicated. I am here to educate you and help you understand the basic fundamentals of your financial portfolio in a comfortable and stress-free environment. I believe all we have is a Gift from God. And it is my role to help you be wise with your money and provide comprehensive financial guidance that reflects your goals and values as well as empower you to navigate your financial journey with confidence.
In my spare time, you can find me in the great outdoors enjoying bike riding, kayaking and hiking. I love to...
My qualifications
- Investment Company Products and Variable Contracts Limited Representative
- Agent
My state licenses
- Delaware
- Michigan
- Minnesota
- New Jersey
- Pennsylvania
- South Carolina
- Virginia
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