Unclaimed
Mark Jackson is a registered investment advisor representative with Thrivent Investment Management Inc. Mark has been in the securities industry since May 30, 2000, and has a Series 7 and Series 63 license. Mark holds registrations in 16 states and is registered as an Investment Advisor Representative in Michigan and Texas. Mark specializes in financial planning and portfolio management for individuals. Mark has experience working with individual clients as well as corporations and other businesses.
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
MI
07/11/2006 - Present
Thrivent Investment Management Inc. (Alpena MI)
MN
05/31/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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