Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Byron Smith is a financial advisor with Thrivent Investment Management Inc. He is licensed in 55 states and the District of Columbia and has been in the industry since 2004. James has experience in providing financial planning and portfolio management for individuals. He offers his services to a variety of clients including individuals, corporations, and churches. James specializes in providing investment advice to clients with a variety of financial goals.
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
MN
08/07/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 09/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Smith is the right advisor for you? Invested Better is here to help.
