Unclaimed
Raymond Vincent is a financial advisor associated with Thrivent Investment Management Inc., a firm headquartered in Minneapolis, MN. Raymond has been in the financial industry for over 20 years, providing financial advice and portfolio management to a wide range of clients, including individuals, families, and businesses. Raymond holds several licenses and certifications, including the Series 7, 66, and 63. Raymond is also a licensed Investment Advisor Representative in Montana and Texas. Raymond has a strong commitment to providing personalized financial advice and 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.
1
2
MT
08/26/2024 - Present
Thrivent Investment Management Inc. (Kalispell MT)
BOTH
Issued 08/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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