Unclaimed
Daniel Jordan is a financial advisor with Thrivent Investment Management Inc. Daniel has been in the industry since 2007 and holds Series 6, 7TO, SIE and Series 66 licenses. Daniel is registered with the state of Minnesota and has experience working with individuals, high net worth individuals, corporations and churches.
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
MN
05/23/2024 - Present
Thrivent Investment Management Inc. (Rochester MN)
MN
03/26/2007 - 03/17/2010
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)
BOTH
Issued 05/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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