Unclaimed
Joseph Orie Fritts is a financial professional with over 20 years of experience. Joseph is currently registered as an Investment Advisor Representative with Thrivent Investment Management Inc. in Indiana and Kentucky. Joseph has a strong understanding of the financial services industry, with experience in investment management, financial planning, and insurance. Joseph holds Series 6, 7TO, 63 and 65 licenses. Thrivent Investment Management Inc. provides investment management services to individuals, families, and institutions. Joseph Fritts is dedicated to helping clients 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
IN
05/08/2023 - Present
Thrivent Investment Management Inc. (Columbus IN)
IA
Issued 10/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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