Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reece? Claim Your ProfileReece Roubic is a financial advisor with Thrivent Investment Management Inc. Reece is licensed to provide financial advice in Wisconsin, California and other states. Reece Roubic has been a registered representative for over 2 years. Reece Roubic has previously worked for Ameriprise Financial Services, LLC.
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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WI
01/08/2024 - Present
Thrivent Investment Management Inc. (Cedarburg WI)
CA
02/25/2021 - 09/27/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PASADENA CA)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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