Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saraiy? Claim Your ProfileSaraiy Acosta meza is a financial professional with experience in the financial services industry. Saraiy is currently registered with Thrivent Investment Management Inc. and has been in the industry since 2021. Prior to joining Thrivent Investment Management Inc., Saraiy was registered with Cambridge Investment Research, Inc. and J.P. MORGAN SECURITIES LLC. Saraiy specializes in providing financial advice to individuals.
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
TX
12/05/2023 - Present
Thrivent Investment Management Inc. (HOUSTON TX)
TX
01/25/2023 - 08/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Houston TX)
TX
04/22/2021 - 12/20/2022
J.P. MORGAN SECURITIES LLC (Houston TX)
BC
Issued 06/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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