Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jose Valdez is an investment advisor representative with Thrivent Investment Management Inc., based in Boca Raton, Florida. Jason Valdez has been active in the securities industry since July 1, 2018. Jason Valdez holds the Series 66, Series 7 and SIE licenses. Jason Valdez is registered in Florida, Maryland, New Jersey, New York, North Carolina and Pennsylvania. Jason Valdez provides financial planning and portfolio management services 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.
1
2
FL
07/03/2018 - Present
Thrivent Investment Management Inc. (BOCA RATON FL)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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