Unclaimed
Ramiro Paz is a registered representative with Thrivent Investment Management Inc. Ramiro is a registered investment advisor representative in Wisconsin and has been in the industry since August 2015. Ramiro has passed the Series 66, Series 7 and SIE exams. Ramiro has been with Thrivent Investment Management Inc. since September 2015. In addition to being a registered representative, Ramiro is also a board member for several organizations, including Casa Guadalupe Education Center, Inc., Volunteer Center of Washington County, Kettle Moraine Lutheran Junior Charger, and Kettle Moraine YMCA. Ramiro is committed to serving his community and helping others.
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
09/01/2015 - Present
Thrivent Investment Management Inc. (WEST BEND WI)
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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