Unclaimed
Jean Marie Hallberg is a financial professional with over 10 years of experience in the industry. Jean Marie has a Series 6 license and is registered with Thrivent Investment Management Inc. to provide investment advice and sell securities. Jean Marie's areas of expertise include financial planning and portfolio management for individuals. Jean Marie is also registered with the states of Florida, Minnesota, North Dakota and Washington.
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
07/29/2011 - Present
Thrivent Investment Management Inc. (HUTCHINSON MN)
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jean Hallberg is the right advisor for you? Invested Better is here to help.