Unclaimed
Jamie Marie Hanuszczak is a financial advisor with Thrivent Investment Management Inc. Jamie has been a registered investment advisor in Wisconsin since 2006. Jamie has passed the Series 6, 7, 24, 53, 63 and 66 exams and holds various professional designations. Jamie has worked at Thrivent since 2005. Jamie works with a variety of clients including churches and non-profit sharing retirement accounts, high-net-worth individuals, corporations and other businesses, and individuals. Jamie provides financial planning, portfolio management for individuals, and other advisory 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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2
WI
04/11/2008 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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