Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Rodriguez is a financial advisor with Thrivent Investment Management Inc., a firm based in Minneapolis, Minnesota. He has been in the financial industry for over 10 years, with a strong background in securities and investments. Jonathan is dedicated to helping his clients achieve their financial goals through personalized financial planning and investment management. He is a registered representative and has a Series 7, Series 99TO, and SIE 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
MN
11/19/2021 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
SC
07/31/2012 - 11/04/2021
LPL FINANCIAL LLC (FORT MILL SC)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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