Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Zomermaand is a financial advisor with Equitable Advisors, LLC. Gretchen has been in the financial services industry since March 17, 1994. Gretchen has a Series 6, 7, 63, and 65 license and is registered to provide investment advice in 23 states. Gretchen specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Gretchen is also involved in various outside insurance activities and is approved for life settlement contracts.
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.
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
IA
08/21/2017 - Present
Equitable Advisors, LLC (SIOUX CENTER IA)
IA
11/08/2000 - 11/27/2007
AMERITAS INVESTMENT CORP. (SIOUX CENTER IA)
IL
03/18/1994 - 11/13/2000
IAC SECURITIES, INC. (TINLEY PARK IL)
IA
Issued 05/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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