Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brian Jones is a financial advisor with Thrivent Investment Management Inc. and has been in the industry since 2010. Steven is registered to provide investment advice in 15 states and is a registered representative in 1 state. Steven has passed the Series 7, Series 66 and SIE exams. Steven provides financial planning and portfolio management services for individuals and 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.
1
2
NY
06/24/2021 - Present
Thrivent Investment Management Inc. (POUGHKEEPSIE NY)
BOTH
Issued 06/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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