Unclaimed
Gabriel Solis is a financial advisor with Thrivent Investment Management Inc., registered with FINRA and the state of California. Gabriel has been working in the financial services industry since 2021, and holds the Series 7TO, Series 66, and SIE licenses. Gabriel has experience working with individuals, corporations and churches, with a focus on financial planning and portfolio management. Thrivent Investment Management Inc. is a large firm with 2827 licensed agents, 2605 investment advisor representatives, and 3596 registered representatives. The firm manages approximately 14813761600 in regulatory assets under management, including discretionary and non-discretionary accounts.
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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2
CA
08/27/2024 - Present
Thrivent Investment Management Inc. (Chula Vista CA)
CA
04/04/2022 - 03/31/2023
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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