Unclaimed
Jennie Wells is a financial advisor who has been in the industry since 2024. Jennie is a registered representative of Thrivent Investment Management Inc. and is licensed to provide advisory services in several states including Florida, Mississippi, North Carolina, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jennie offers financial planning and portfolio management services for individuals. She is a dedicated advisor who is committed to helping her clients achieve their financial goals.
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
NC
05/30/2024 - Present
Thrivent Investment Management Inc. (Hendersonville NC)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jennie Wells is the right advisor for you? Invested Better is here to help.