Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen North is a financial advisor with Thrivent Investment Management Inc. Kathleen has been in the industry since November 25, 2007. Kathleen has experience in financial planning, portfolio management for individuals, and portfolio management for businesses. Kathleen is registered with the state of Washington and has licenses in Arizona, California, Florida, Iowa, and South Carolina. Kathleen North also co-owns a rental property with her spouse.
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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WA
12/06/2007 - Present
Thrivent Investment Management Inc. (GIG HARBOR WA)
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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