Unclaimed
Gavin Harpst is a registered representative of Thrivent Investment Management Inc., and has been in the financial industry since July 18, 2021. Gavin Harpst has experience working with a variety of clients, including individuals, corporations, churches and non-profit sharing retirement accounts. Gavin Harpst provides financial planning and portfolio management services. Previously, Gavin Harpst was registered with Equitable Advisors, LLC.
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
NC
12/05/2023 - Present
Thrivent Investment Management Inc. (Troutman NC)
NC
07/19/2021 - 12/04/2023
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 08/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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