Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Scott Anderson is a financial professional with over five years of experience in the financial services industry. Jacob is registered with Thrivent Investment Management Inc. and holds Series 6, 7, 63, and 66 licenses. Jacob's expertise includes providing financial planning and portfolio management services to individuals and businesses. Jacob is committed to helping clients achieve their financial goals.
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
WA
12/21/2020 - Present
Thrivent Investment Management Inc. (Ferndale WA)
BOTH
Issued 12/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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