Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kieckbusch Jones is a financial professional with Thrivent Investment Management Inc. Julie has been in the industry since November 2015. Julie has passed the Series 7, Series 63, and Series 65 exams. Julie provides financial planning and portfolio management services to individuals. Julie is registered in Alaska, Idaho, Kansas, Montana, and Washington. Julie specializes in providing financial advice to individuals and families.
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
MT
12/08/2016 - Present
Thrivent Investment Management Inc. (MISSOULA MT)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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