Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan David Henao is a financial professional with Thrivent Investment Management Inc. Juan is currently registered in Florida, Massachusetts, New York, and Texas. Juan has a Series 63 license and a Series 6TO license as well as the SIE exam. Juan has been in the financial industry for 200 days.
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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TX
05/13/2024 - Present
Thrivent Investment Management Inc. (Houston TX)
BC
Issued 06/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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