Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Groleau is a financial advisor registered with Thrivent Investment Management Inc. Jonathan is currently licensed to offer securities and investment advisory services in 27 states. Jonathan has been working in the securities industry since November 2013. Jonathan is associated with Thrivent Investment Management Inc. office located in WORTHINGTON, OH. Jonathan has a Series 66 and Series 7 license. Jonathan is also registered as an Investment Advisor Representative in Ohio and Texas. Jonathan offers financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
1
2
OH
11/19/2019 - Present
Thrivent Investment Management Inc. (WORTHINGTON OH)
BOTH
Issued 12/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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