Unclaimed
Jennifer Marie Gomez is a financial advisor with Thrivent Investment Management Inc. based in McKinney, TX. Jennifer has been in the financial services industry since 2019 and holds the Series 7, 66, and SIE licenses. Jennifer has previously worked at Ameriprise Financial Services, LLC and Hilltop Securities Inc. Jennifer specializes in financial planning and portfolio management for individuals.
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
TX
06/29/2023 - Present
Thrivent Investment Management Inc. (McKinney TX)
TX
05/31/2019 - 12/21/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
TX
04/15/2019 - 04/16/2019
HILLTOP SECURITIES INC. (DALLAS TX)
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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