Unclaimed
Dana Reimer is a financial advisor with Thrivent Investment Management Inc. Dana has been working in the financial industry since June 5, 2017. Dana's main office is located in Savannah, Georgia. Dana provides financial planning and portfolio management services to individual and high-net-worth clients. Dana is registered with the state of Georgia as an Investment Advisor Representative and holds Series 6, 7, 63, and 65 licenses. Before joining Thrivent Investment Management Inc., Dana worked for Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.
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
GA
02/03/2022 - Present
Thrivent Investment Management Inc. (SAVANNAH GA)
GA
03/18/2020 - 12/16/2021
J.P. MORGAN SECURITIES LLC (Savannah GA)
GA
05/02/2017 - 03/02/2020
WELLS FARGO CLEARING SERVICES, LLC (POOLER GA)
IA
Issued 12/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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