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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Nichole Smith is a financial advisor with over 15 years of experience in the industry. Jennifer has worked with Thrivent Investment Management Inc. since 2007, and currently holds Series 63, 66 and 7 licenses. Jennifer has a strong understanding of financial planning and portfolio management, and she is committed to helping her clients achieve their financial goals. Jennifer also owns and operates SmithCap, LLC, a home rental business. Jennifer's experience and commitment to her clients makes her a valuable resource for anyone seeking financial advice.
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
NC
10/11/2023 - Present
Thrivent Investment Management Inc. (CHARLOTTE NC)
NC
09/16/2008 - 12/31/2008
SYNERGY INVESTMENT GROUP, LLC (MOORESVILLE NC)
NC
04/20/2007 - 07/15/2008
THRIVENT INVESTMENT MANAGEMENT INC. (HICKORY NC)
BC
Issued 02/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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