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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 Marie Hostetter is a financial advisor registered with Morgan Stanley. Gretchen has been in the industry for 33 years and has a wide range of experience in the financial services sector. Gretchen currently has a total of 56 active state securities registrations across 49 states. She also has 3 active Investment Advisor registrations. Gretchen is currently registered with Morgan Stanley in Menlo Park, CA. Gretchen's experience includes previous roles with Fidelity Brokerage Services LLC, E*TRADE Securities LLC, CITIGROUP GLOBAL MARKETS INC. and Charles Schwab & Co., 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
01/21/2021 - Present
Morgan Stanley (Menlo Park CA)
CA
07/05/2016 - 11/07/2019
E*TRADE SECURITIES LLC (Menlo Park CA)
CA
05/15/2008 - 04/12/2013
FIDELITY BROKERAGE SERVICES LLC (SAN JOSE CA)
CA
05/29/2007 - 12/10/2007
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
CA
12/11/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN MATEO CA)
TX
11/24/1990 - 12/19/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
01/21/1987 - 11/14/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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