Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackie? Claim Your ProfileJackie Rae Breed is a registered investment advisor representative and has been in the industry for over 2 years. Jackie Rae Breed currently works at Thrivent Investment Management Inc. Jackie Rae Breed has passed the Series 7TO, SIE and Series 66 exams. Jackie Rae Breed is licensed in Arizona, Colorado, Illinois, Montana, Nebraska, Nevada, South Dakota, Texas, and Wyoming. Jackie Rae Breed offers financial planning and portfolio management services to individual and corporate clients.
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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WY
11/02/2022 - Present
Thrivent Investment Management Inc. (MILLS WY)
BOTH
Issued 11/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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