Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Elisabeth Lusby is a registered representative and investment advisor representative with Charles Schwab & Co., Inc. Gretchen has been in the financial services industry since April 10, 2003, and has worked for Charles Schwab since June 2011. Gretchen holds several securities licenses, including Series 7, 9, 10, 24, 53 and 66. Gretchen has been registered in Florida and California. In addition to Charles Schwab & Co., Inc., Gretchen has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc..
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
06/22/2011 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
10/23/2009 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
09/26/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 10/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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