Unclaimed
Jeffrey Richard Ritter is a financial professional with over 25 years of experience in the industry. Jeffrey has been registered with Thrivent Investment Management Inc. since 2002 and is currently registered as a Registered Representative in Ohio and Texas, and as an Investment Advisor Representative in Ohio and Texas. Jeffrey has a wide range of experience and specializes in Financial Planning and Portfolio Management. Jeffrey also serves as President Emeritus for Bike Buckeye Lake, a group of local Buckeye Lake residents who work to develop bike and walking paths around Buckeye Lake, Ohio.
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
OH
08/03/2015 - Present
Thrivent Investment Management Inc. (THORNVILLE OH)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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