Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cullen is an investment professional with experience in the financial services industry. James has a Series 6TO and SIE licenses and currently works with Thrivent Investment Management Inc. in Minneapolis. Previous roles include a position with ALLIANCE-ONE INVESTMENTS, LLC in Tulsa, OK. James focuses on providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations and churches.
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
07/02/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
OK
09/24/2021 - 07/01/2024
ALLIANCE-ONE INVESTMENTS, LLC (TULSA OK)
BC
Issued 09/24/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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