Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Gray is a financial advisor with Thrivent Investment Management Inc., where Jessica has been with the company since September 2023. Jessica has been in the financial industry since June 2021 and is licensed to provide financial advice in Kansas and Ohio. Before joining Thrivent, Jessica worked at Fidelity Investments and Instacart. Jessica has a strong background in providing 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.
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2
OH
12/14/2023 - Present
Thrivent Investment Management Inc. (WORTHINGTON OH)
UT
06/08/2021 - 02/23/2023
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 12/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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