Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Raymond Carriveau is a financial advisor registered with Thrivent Investment Management Inc. James has been in the financial industry since July 2020, and has licenses to provide investment advice and securities products in several states, including Wisconsin, California, Florida, Indiana, and Iowa. James is also a board member of the Berlin Area School District, the Berlin Catholic School Endowment, and officiates high school and middle school football games. James offers financial planning and portfolio management services to individuals and families.
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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WI
08/05/2020 - Present
Thrivent Investment Management Inc. (BERLIN WI)
BOTH
Issued 08/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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