Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Jordan is a financial professional with over 6 years of experience in the industry. David William Jordan is registered with Thrivent Investment Management Inc. and is licensed to provide financial advice in multiple states. David William Jordan offers financial planning services and portfolio management for individuals, and has experience working with churches and non-profit sharing retirement accounts, high net worth individuals, corporations, and other businesses.
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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WA
06/06/2017 - Present
Thrivent Investment Management Inc. (SILVERDALE WA)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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