Yiting LI
Yiting LI
Financial Associate
.
Ph.D.
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About Dr. Yiting LI
Dr. Yiting LI is a highly skilled financial professional and scholar with a strong background in personal and family finance and psychology. Holding a Ph.D. in Family Social Science from the University of Minnesota, Dr. LI has extensive experience in both research and teaching.
Dr. Li’s main career role at Thrivent Financial as a financial advisor offers tailored services for clients who seek holistic financial strategies that align with their values and long-term goals.
Combining analytical expertise with a deep understanding of Family Financial Socialization...
My qualifications
- General Securities Representative
- Securities Industry Essentials
- Investment Adviser Representative
My state licenses
- Minnesota
- New Hampshire
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations