Unclaimed
Jeffery Albright is a financial professional with Thrivent Investment Management Inc. located in Mt Dora, FL. Jeffery is licensed and registered to sell securities in 13 states and is a Series 6 and Series 63 licensed representative. Jeffery has been in the financial industry since February 2, 2015, specializing in investment company and variable products.
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
FL
02/03/2015 - Present
Thrivent Investment Management Inc. (Mt Dora FL)
BC
Issued 02/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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