Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Meza-hernandez is a financial advisor with Thrivent Investment Management Inc. Jake has been a Registered Representative for over 5 years and provides financial advice to individuals and families, and works with clients to achieve their financial goals. Jake focuses on a variety of investment strategies and offers a wide range of financial planning services.
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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CT
12/17/2024 - Present
Thrivent Investment Management Inc. (Vernon CT)
CT
11/21/2023 - 08/14/2024
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
05/03/2021 - 11/10/2023
RBC CAPITAL MARKETS, LLC (Farmington CT)
NJ
06/28/2019 - 05/03/2021
TD PRIVATE CLIENT WEALTH LLC (Cherry Hill NJ)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2019
Series 99TO - Operations Professional Examination
BC
Issued 05/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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