Unclaimed
Jason Mascitti is a financial advisor with Thrivent Investment Management Inc. Jason has been in the financial services industry since March 11, 2014. Jason is registered to provide investment advice in Texas and Wisconsin. Jason holds the Series 63, 65, 7 and SIE licenses. Jason is a member of the Boy Scouts of America, Community Work Services, 1889 Council-Beloit College, Kiwanis of Jefferson, Serving from the Heart, and the Italian Workmen's Club. Jason specializes in working with individuals and churches and non-profit sharing retirement accounts.
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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WI
11/30/2015 - Present
Thrivent Investment Management Inc. (Madison WI)
BC
Issued 11/27/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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