Unclaimed
Jesse Doke is an investment advisor representative at Thrivent Investment Management Inc. in Windsor, Colorado. Jesse has been active in the financial services industry since June 2018. They are licensed in Colorado and Wyoming. Jesse has passed the Series 66, Series 7TO and SIE exams. Jesse's previous work experience includes roles at Elevated Estates, TW Retirement Strategies, Colorado State University, Classic Amusement, Northern California Lacrosse Referees Association, De La Salle High School, and Thrivent Financial.
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
CO
09/06/2024 - Present
Thrivent Investment Management Inc. (Windsor CO)
BOTH
Issued 08/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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