Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Whitney Demito is an investment advisor representative with Thrivent Investment Management Inc. Kay has been in the industry since August 2019. Kay is registered to offer securities and investment advisory services in Pennsylvania. Kay is also licensed to conduct business in Pennsylvania and is registered with the Financial Industry Regulatory Authority (FINRA). Kay's firm manages a variety of assets, including those of individuals, high-net-worth individuals, corporations, and other businesses. Kay's areas of specialization are financial planning and portfolio management for individuals.
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
PA
01/06/2020 - Present
Thrivent Investment Management Inc. (Sanatoga PA)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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