Unclaimed
James Mayer is a financial advisor at Thrivent Investment Management Inc. James has been in the financial services industry since 1999. James is licensed in Arizona, Minnesota, Nevada, Oregon, Washington and Wisconsin. James specializes in investments and financial planning for individuals, businesses and organizations. James has experience working with churches and non-profit sharing retirement accounts, individuals and corporations. James is dedicated to providing clients with personalized financial advice and helping them achieve their 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.
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2
WA
07/01/2002 - Present
Thrivent Investment Management Inc. (EAST WENATCHEE WA)
MN
08/25/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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