Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christy? Claim Your ProfileChristy Lee Jacobs is a financial advisor associated with Thrivent Investment Management Inc., based in Sheboygan, Wisconsin. Christy Jacobs has been in the financial industry for 8 years and has a Series 7, Series 66, and SIE licenses. Christy Jacobs specializes in retirement planning and portfolio management for individuals. Thrivent Investment Management Inc. offers financial planning and portfolio management services to individuals and families. They have a strong focus on ethical investing and have a long history of serving clients in the faith-based community.
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
WI
07/10/2024 - Present
Thrivent Investment Management Inc. (Sheboygan WI)
BOTH
Issued 07/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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