Unclaimed
Joshua Joseph Nies is a financial professional with experience in the industry since 2022. Joshua is currently registered with Thrivent Investment Management Inc. and is licensed to provide investment advice in all 50 states. Prior to joining Thrivent, Joshua worked for FIRST CITIZENS INVESTOR SERVICES, INC.. Joshua is a knowledgeable and experienced financial advisor dedicated to providing personalized financial guidance and investment strategies to meet the individual needs of clients.
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
MN
05/09/2023 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
SC
06/30/2022 - 12/12/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (Summerville SC)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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