Unclaimed
Daniel Harper is a registered representative associated with Thrivent Investment Management Inc. Daniel has been working in the financial industry since 2020. Daniel is licensed to offer securities in Connecticut. They have passed the Series 66 exam. Daniel is affiliated with a firm that manages more than $14.8 billion in assets. The firm provides financial planning, and portfolio management services to individual and institutional 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.
1
2
CT
12/09/2024 - Present
Thrivent Investment Management Inc. (Vernon CT)
Active
Inactive
Not sure Daniel Harper is the right advisor for you? Invested Better is here to help.