Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Javier Guerrero is a financial advisor with Thrivent Investment Management Inc. Jonathan has been working in the financial services industry for over 10 years and is licensed in 51 states and the District of Columbia. Jonathan specializes in providing financial planning and portfolio management services to individuals and businesses. Jonathan is also a registered investment advisor and is able to provide investment advice to clients.
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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MD
08/07/2024 - Present
Thrivent Investment Management Inc. (Windsor Mill MD)
IA
Issued 07/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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