Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bilger is a financial advisor with Thrivent Investment Management Inc. James has been in the financial industry since 1998. James is registered as a Registered Representative (Series 7, 6, 63), Investment Advisor Representative (Series 65) and holds the Securities Industry Essentials (SIE) exam certification. James's areas of specialization include 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.
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NY
06/24/2021 - Present
Thrivent Investment Management Inc. (WESTBURY NY)
MN
09/28/1998 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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