Unclaimed
Katherine Gilstrap is a financial advisor with Purshe Kaplan Sterling Investments, working in Lake Elmo, Minnesota. Katherine has been in the financial services industry since 2010. Katherine holds the Series 6 and Series 63 securities licenses. She also holds the SIE exam. Katherine has held previous registrations with Thrivent Investment Management Inc. in Ontario, California.
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
MN
07/16/2020 - Present
Purshe Kaplan Sterling Investments (Lake Elmo MN)
CA
01/18/2010 - 07/15/2020
THRIVENT INVESTMENT MANAGEMENT INC. (ONTARIO CA)
BC
Issued 12/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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