Unclaimed
Jennifer Maxwell is a financial advisor registered with Thrivent Investment Management Inc. Jennifer has been in the industry since 2016. Jennifer holds a Series 6, 7TO and 63 licenses and has passed the SIE and Series 65 exams. Jennifer is also licensed to sell securities in Arkansas, Indiana, Iowa, Kansas, Missouri, Oklahoma and Wisconsin. Jennifer provides financial planning and portfolio management services to individuals and businesses. Jennifer has experience working with clients in the church and non-profit sectors. Jennifer's office is located at 722 Commercial Street, Atchison, KS 66002.
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
KS
03/14/2022 - Present
Thrivent Investment Management Inc. (Atchison KS)
IA
Issued 02/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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