Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Allen Heise is a financial advisor with Thrivent Investment Management Inc. Jamie has been in the industry since July 28, 2004. Jamie's office is located at 1020 S Main St in Fond du Lac, WI. Jamie has passed the Series 7, Series 66, and SIE exams. Jamie also holds registrations in Wisconsin. Jamie's firm manages approximately 14,813,761,600 in assets.
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
WI
08/27/2004 - Present
Thrivent Investment Management Inc. (Fond du Lac WI)
BOTH
Issued 08/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Heise is the right advisor for you? Invested Better is here to help.
