Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Philip Kinney is an investment advisor representative at Thrivent Investment Management Inc., having joined the firm in December 2012. Jacob has been in the financial services industry since April 2013. He has earned the Series 66, Series 7 and SIE licenses and is registered in 15 states including California, Connecticut, Florida, and Indiana. Jacob specializes in Financial Planning and Portfolio Management.
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
CT
05/08/2013 - Present
Thrivent Investment Management Inc. (West Hartford CT)
BOTH
Issued 05/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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