Unclaimed
Raphael Jacquim Fairell is a financial advisor with Thrivent Investment Management Inc. in Atlanta, GA. Raphael has been in the financial services industry since 2008 and is registered to provide investment advisory services in Georgia. Raphael has experience working with clients from a variety of backgrounds including corporations, individuals, and churches. Raphael has held previous positions with UBS Financial Services Inc. and Morgan Stanley.
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
GA
04/15/2024 - Present
Thrivent Investment Management Inc. (Atlanta GA)
GA
08/29/2019 - 03/25/2024
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
01/14/2014 - 08/12/2019
MORGAN STANLEY (ATLANTA GA)
GA
08/12/2008 - 01/07/2014
WELLS FARGO ADVISORS, LLC (ATHENS GA)
BOTH
Issued 04/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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