Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Stanly is a registered representative with Thrivent Investment Management Inc., a firm that provides a wide range of financial services to individuals, families, and businesses. Jeremy has been in the financial industry since April 5, 2017, and has a Series 99 and SIE license. Jeremy specializes in helping clients with financial planning and portfolio management.
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
WI
04/05/2017 - Present
Thrivent Investment Management Inc. (APPLETON WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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