Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Enrique? Claim Your ProfileEnrique Basanez is a financial professional with over 15 years of experience in the financial services industry. He currently works as an investment advisor representative at Thrivent Investment Management Inc., where he provides financial planning and portfolio management services to individuals and corporations. Enrique holds the Series 66, 7TO and SIE licenses and is registered in 33 states as a broker-dealer and investment advisor representative. He has experience working with clients of various types including high-net-worth individuals, churches, and non-profit organizations.
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
CO
08/17/2021 - Present
Thrivent Investment Management Inc. (Colorado Springs CO)
BOTH
Issued 08/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Enrique Basanez is the right advisor for you? Invested Better is here to help.
