Unclaimed
David Jackman is a registered representative of Thrivent Investment Management Inc. David is licensed in Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania and South Carolina. David has been in the industry since May 15, 2014. Thrivent Investment Management Inc. offers a variety of financial products and services, including financial planning, portfolio management, and retirement planning.
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
NJ
10/27/2014 - Present
Thrivent Investment Management Inc. (RAMSEY NJ)
IL
07/07/2004 - 11/15/2004
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Jackman is the right advisor for you? Invested Better is here to help.