Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald James is a financial advisor with Thrivent Investment Management Inc. located in Carmel, Indiana. Donald has been in the industry since June 20, 2023. Donald is registered with FINRA and holds the Series 63, Series 7TO and SIE licenses. He is also registered with the state of Indiana. Donald specializes in investment advisory services and financial planning.
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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IN
06/21/2023 - Present
Thrivent Investment Management Inc. (Carmel IN)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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