Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josue? Claim Your ProfileJosue Adalberto Avila is an investment advisor representative associated with Thrivent Investment Management Inc. Josue has been in the securities industry since September 2023 and has passed the Series 7TO, SIE and Series 66 exams. His registrations include Florida, Georgia, North Carolina and South Carolina for broker-dealer and North Carolina for investment advisor. Josue previously worked at First Command Brokerage Services, INC. in Goldsboro, NC. He holds a specialization in retirement and education planning.
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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NC
06/25/2024 - Present
Thrivent Investment Management Inc. (Chapel Hill NC)
NC
09/01/2023 - 06/04/2024
FIRST COMMAND BROKERAGE SERVICES, INC. (GOLDSBORO NC)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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