Unclaimed
Jaime Anne Bachman is a registered representative with Thrivent Investment Management Inc. Jaime has been in the industry since July 2009 and is currently registered in Indiana. Jaime holds a Series 63, Series 66 and Series 7 licenses. Jaime also holds the SIE exam credential. In addition to working as an investment advisor, Jaime is also a Zumba instructor.
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.
1
2
IN
09/23/2009 - Present
Thrivent Investment Management Inc. (Valparaiso IN)
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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