Josue Avila - Thrivent
Why pick this one
Josue Avila - Thrivent offers financial planning and investment advisory services and holds securities and state licenses across four states.
Best for
- people preparing for retirement
- people starting to organize their finances
- clients seeking personalized financial guidance
- clients seeking fee-based investment advisory planning
Look elsewhere if
- situations requiring legal, accounting, or tax advice
- clients seeking a stated emergency or rapid-response service
Specialties
- retirement planning
- personalized financial guidance
- financial planning framework
- investment advisory services
Certifications
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Florida state license
- Georgia state license
- North Carolina state license
- South Carolina state license
What makes them different
- Licensed in Florida, Georgia, North Carolina, and South Carolina
- Holds the Series 7 - General Securities Representative qualification
- Holds the Securities Industry Essentials qualification
- Offers a Financial Planning Framework that reviews and analyzes a client's financial situation
- Offers Dedicated Planning Services as a fee-based investment advisory service
Distilled from this business's own website.
Contact & Location
- Address
- 55 Maxwell Rd, Chapel Hill, NC 27517
- Phone
- 9128000459
- Website
- https://connect.thrivent.com/josue-avila?utm_so...
Services
- financial planning
- investment advisory
- securities services