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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Olsen is a financial advisor with over 20 years of experience in the financial services industry. Gretchen is currently registered with Raymond James Financial Services Advisors, Inc. and holds a Series 66 license as well as other licenses including Series 7, Series 9 and Series 10. Previously Gretchen was registered with RAYMOND JAMES & ASSOCIATES, INC. and Morgan Stanley. Gretchen's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting. Gretchen is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
01/20/2022 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
CO
08/22/2014 - 12/31/2021
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
CO
06/01/2009 - 07/29/2014
MORGAN STANLEY (DENVER CO)
CO
01/18/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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