Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Townsend is a financial advisor who has been in the industry for over a decade. Jeffrey currently works for Thrivent Investment Management Inc. Jeffrey is a Registered Representative and Investment Advisor Representative with offices in Minnesota, Iowa, Oklahoma and Texas. Jeffrey has experience in a variety of financial services, including insurance, banking, and real estate. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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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MN
09/03/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
BOTH
Issued 08/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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