Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Manuel Castellanos is a financial professional with experience in the financial services industry. Jaime Castellanos is registered with Thrivent Investment Management Inc. and is licensed in California and Texas. Jaime Castellanos has been working in the industry since September 20, 2021. The firm has been around since 1920. Jaime Manuel Castellanos specializes in financial planning and portfolio management for individuals.
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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CA
12/09/2024 - Present
Thrivent Investment Management Inc. (Stockton CA)
BOTH
Issued 10/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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