Unclaimed
Kathryn Marie Waissi is a financial advisor associated with Thrivent Investment Management Inc.. Kathryn is licensed in Michigan. Kathryn is also a Series 6 and Series 63 licensed representative and holds the SIE exam. Kathryn is a member of the Financial Industry Regulatory Authority (FINRA) and is actively registered as an investment advisor representative in the state of Michigan. Kathryn has been an active advisor in the financial services industry since 2017.
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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MI
06/12/2024 - Present
Thrivent Investment Management Inc. (ANN ARbor MI)
MI
11/29/2016 - 10/09/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Novi MI)
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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