Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Pagan is a registered investment advisor representative at Thrivent Investment Management Inc., licensed to offer advisory services in Florida and Texas. Rose has been in the industry since January 20, 2017 and is a licensed agent and investment advisor representative with experience in the financial services industry. Rose specializes in providing financial planning and portfolio management services to a variety of clients, including individuals, corporations and other businesses, as well as charitable organizations.
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
FL
05/26/2022 - Present
Thrivent Investment Management Inc. (Winter Haven FL)
BOTH
Issued 01/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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