Unclaimed
Jordan Rae Scarpari is an investment advisor representative with Thrivent Investment Management Inc. Jordan has been in the industry since March 2017. Jordan is registered with Montana and has passed the Series 6, Series 7TO, Series 63 and Series 66 examinations.
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
MT
05/10/2022 - Present
Thrivent Investment Management Inc. (BILLINGS MT)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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