Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Brendan Rorem is a registered investment advisor representative with Thrivent Investment Management Inc., based in Bellevue, WA. Jon has been in the financial services industry since March 2003. Jon is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Idaho, Illinois, Minnesota, Montana, New Hampshire, Oregon, Texas and Washington. Jon also holds the Series 66, SIE and Series 7 licenses.
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
WA
05/24/2004 - Present
Thrivent Investment Management Inc. (Bellevue WA)
BOTH
Issued 04/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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