Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Chapdelaine has been in the financial services industry since October 1997. Gretchen is a Registered Representative of MML Investors Services, LLC. Gretchen's current registrations include Series 6, 7, 24, 52TO, 63 and 66. Gretchen has provided financial services for individuals, businesses and institutions. Gretchen has previously worked at MSI Financial Services, Inc., M Holdings Securities, Inc., Raymond James Financial Services, Inc. and Aetna 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
01/31/2022 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
10/29/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST HARTFORD CT)
CT
07/01/2005 - 10/22/2015
M HOLDINGS SECURITIES, INC. (WEST HARTFORD CT)
FL
08/30/2000 - 06/30/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
09/18/1996 - 07/23/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 07/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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