Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Duerr is a financial professional with over 9 years of experience in the financial services industry. James is currently registered with Thrivent Investment Management Inc. in North Carolina and Texas. James is a Series 66, Series 7TO and SIE licensed financial professional, who has a proven track record of success in helping individuals and families reach their financial goals. James is committed to providing personalized financial advice and guidance to help clients achieve their financial objectives. James is also a specialist in providing financial planning services.
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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NC
01/06/2023 - Present
Thrivent Investment Management Inc. (Raleigh NC)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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