Unclaimed
Jaime Davison is a financial advisor who has been in the industry since 2017. Jaime is registered with Thrivent Investment Management Inc. and has Series 66, SIE, and Series 7 licenses. Jaime is also registered in several states, including Florida, Illinois, Indiana, Michigan, Missouri, North Carolina, South Carolina, Texas, Washington, and Wisconsin. Jaime has experience in providing financial planning and portfolio management services to individuals, high net worth individuals, corporations, and other businesses.
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
IL
05/12/2022 - Present
Thrivent Investment Management Inc. (Wauconda IL)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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