Rose Pagan (CRD# 6707856) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Winter Haven, FL and has over 7 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Apr 2017 - Current | 7 |
| Thrivent Investment Management Inc. | Winter Haven, FL | Nov 2016 - Current | 7 |
| Thrivent Financial | Appleton, WI | Nov 2016 - Apr 2017 | < 1 |
| Homemaker | Auburndale, FL | May 2015 - Nov 2016 | 1 |
| First Data Corp | Orlando, FL | Aug 2004 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- FL
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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