Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Kelley is a financial advisor at Thrivent Investment Management Inc. with over 10 years of experience in the financial services industry. Jeremy holds the Series 7 and Series 66 securities licenses and the SIE exam. Jeremy has been a financial advisor at Thrivent Investment Management Inc. since 2014. Previously, Jeremy worked for MORGAN STANLEY. Jeremy provides financial planning and portfolio management services to individuals, corporations, and other businesses. Jeremy also serves as a board member for Heartlinks Hospice and Palliative Care.
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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WA
11/17/2014 - Present
Thrivent Investment Management Inc. (Yakima WA)
WA
06/15/2013 - 11/17/2014
MORGAN STANLEY (YAKIMA WA)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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