Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Castaneda is a financial professional with experience in the industry since 2022. Jacob is currently registered with Thrivent Investment Management Inc. and has been with the firm since 2024. Prior to joining Thrivent Investment Management Inc., Jacob was with CUSO Financial Services, LP. Jacob has passed both the Series 7TO and the SIE exams as well as the Uniform Combined State Law Examination for his Series 66 license.
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
08/02/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
PA
11/15/2022 - 09/29/2023
CUSO FINANCIAL SERVICES, L.P. (Phoenixville PA)
BOTH
Issued 03/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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