Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Losh is a financial professional with over 19 years of experience in the industry. Jeffrey is currently registered with Thrivent Investment Management Inc. in Colorado and Texas. Jeffrey has Series 66, SIE, and Series 7 licenses. Jeffrey specializes in providing financial planning and portfolio management services to individuals and corporations. Jeffrey is also the owner of Trail Ridge Properties and an assistant coach for the Loveland High School Baseball team.
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
CO
03/12/2012 - Present
Thrivent Investment Management Inc. (LOVELAND CO)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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