Unclaimed
Dylan Joseph Rose is a financial professional registered with Thrivent Investment Management Inc. Dylan has been in the industry since August 29, 2023. Dylan is licensed in Indiana and Ohio. Dylan specializes in Financial Planning and Portfolio Management for Individuals. Dylan’s office is located at 203 N 12TH ST in DECATUR, IN.
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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IN
08/30/2023 - Present
Thrivent Investment Management Inc. (DECATUR IN)
BC
Issued 09/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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