Unclaimed
Jonathan Munson is a financial advisor with Thrivent Investment Management Inc. Jonathan has been in the industry since April 2011. Jonathan is registered as a Registered Representative (RR) in Michigan, Oklahoma, and Texas. Jonathan has passed both Series 7 and Series 66 exams. Jonathan has experience working with individuals, corporations, and churches. Jonathan is committed to helping clients achieve their financial goals.
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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MI
01/30/2013 - Present
Thrivent Investment Management Inc. (STERLING HEIGHTS MI)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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