Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorden? Claim Your ProfileJorden Trochelman is a financial advisor with Thrivent Investment Management Inc., and has been in the financial industry since September 6, 2002. Jorden is registered with FINRA as a Registered Representative and an Investment Advisor Representative. Jorden has passed the Series 7, Series 10, Series 9, Series 24, Series 63, and Series 66 exams. Jorden has been employed at Thrivent since January 2023 and was previously at Fidelity Brokerage Services, LLC.
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
WI
02/10/2023 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
02/25/2019 - 12/19/2022
FIDELITY BROKERAGE SERVICES LLC (MEQUON WI)
WI
04/01/2010 - 02/12/2019
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)
WI
04/11/2005 - 03/26/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
07/02/2002 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 04/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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