Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Roets is a financial advisor who has been in the industry since 2011. Jeremy is registered with Thrivent Investment Management Inc. in Minnesota. Jeremy's registration began in 2018. Jeremy has passed the Series 6, 7, 24, 52, and 63 examinations, as well as the SIE and the Uniform Combined State Law Examination (Series 66). Jeremy has experience working with individuals, high-net-worth individuals, corporations, and churches.
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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MN
02/26/2018 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
WI
08/15/2011 - 05/08/2013
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 02/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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