Unclaimed
Jeffrey Bibler is a financial professional with over 20 years of experience in the industry. Jeffrey is currently registered with Thrivent Investment Management Inc. in Texas. Jeffrey has a Series 6, 7, and 63 license, as well as the SIE exam, and is also a Registered Investment Advisor in Texas. Previously, Jeffrey was employed by Lutheran Brotherhood Securities Corp. in Minnesota. Jeffrey has a passion for helping individuals and families achieve their financial goals.
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
TX
02/08/2005 - Present
Thrivent Investment Management Inc. (HOUSTON TX)
MN
05/19/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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