Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jay Malott is an investment advisor representative registered with Thrivent Investment Management Inc. Jeffrey has been in the industry for over 2 years and holds the Series 66, Series 7TO, and SIE licenses. He is registered with the states of Michigan and South Carolina. Jeffrey specializes in providing financial planning and portfolio management for individuals.
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
SC
07/09/2020 - Present
Thrivent Investment Management Inc. (North Charleston SC)
BOTH
Issued 07/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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