Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Gross is a financial advisor with Thrivent Investment Management Inc. Katherine has been in the industry since June 2, 1993. Katherine is currently registered as a Registered Representative and Investment Advisor Representative in Florida and Texas. Katherine is licensed to sell securities and provide investment advice in several other states. Katherine is also a registered principal with FINRA. Katherine specializes in retirement planning and investment management.
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
FL
08/31/2023 - Present
Thrivent Investment Management Inc. (Gainesville FL)
IA
Issued 04/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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