Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaela? Claim Your ProfileJaela Maat is a financial advisor currently working with Thrivent Investment Management Inc. Jaela has been in the financial services industry since 2022. Jaela is licensed in Michigan and has passed Series 63, 65, 7, and SIE exams. Jaela has experience working with a variety of clients, including individuals, corporations, churches, and non-profit sharing retirement 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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MN
01/26/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MI
08/22/2022 - 04/14/2023
PRIVATE CLIENT SERVICES, LLC (ZEELAND MI)
BC
Issued 09/17/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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