Unclaimed
Jesse Rafael Reyna is a financial advisor with Thrivent Investment Management Inc. Jesse has been in the industry since August 7, 2020, and has an active license in Oregon. Jesse is registered with the state of Oregon as a Registered Investment Advisor and as a broker-dealer. Jesse is also registered with the state of Arizona and Washington as a broker-dealer. Jesse offers financial planning and portfolio management services to a variety of clients, including individuals, corporations, and churches.
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
OR
01/01/2025 - Present
Thrivent Investment Management Inc. (Medford OR)
BOTH
Issued 07/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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