Unclaimed
David Jackson is a financial advisor with Thrivent Investment Management Inc. He has been in the financial services industry since 1995. David is licensed in Arizona, Florida, Illinois, Iowa, Minnesota, Missouri, North Dakota, South Dakota, Texas, and Wisconsin. He holds the Series 6, 7, 24, 26, 63, and 66 licenses. David has obtained the Chartered Financial Consultant designation.
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
10/15/2013 - Present
Thrivent Investment Management Inc. (Elk River MN)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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