Unclaimed
Jason Henderson is a financial advisor based in Appleton, Wisconsin. Jason has been in the financial services industry since 2010. He currently works as a registered representative for Thrivent Investment Management Inc. Jason's experience includes both individual and business financial planning, and he holds several industry certifications, including the Series 6, 7, 63, 66, and SIE exams. He has been a registered representative in 48 states. Prior to joining Thrivent Investment Management, Jason worked for NYLIFE Securities LLC.
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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2
WI
08/29/2019 - Present
Thrivent Investment Management Inc. (Appleton WI)
WI
03/09/2007 - 02/03/2016
NYLIFE SECURITIES LLC (APPLETON WI)
BC
Issued 09/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/03/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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