Unclaimed
Kate Blake is a financial advisor with over 10 years of experience in the industry. Kate is registered with the state of New York and is currently employed by Pentegra Distributors Inc. Kate is also Series 6 and Series 63 licensed, along with holding the SIE. Kate is located at the firm's office in White Plains, NY.
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.
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.
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2
NY
10/18/2012 - Present
Pentegra Distributors Inc. (WHITE PLAINS NY)
BC
Issued 12/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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