Unclaimed
James Ira Pace is a financial advisor at Thrivent Investment Management Inc. James has been in the industry since March 2009 and is registered in 12 states. James Ira Pace specializes in working with high net worth individuals, churches and non-profit sharing retirement accounts, corporations or other businesses, and individuals other than high net worth clients. The advisor provides financial planning and portfolio management for individuals.
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
FL
04/16/2009 - Present
Thrivent Investment Management Inc. (BOCA RATON FL)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Pace is the right advisor for you? Invested Better is here to help.