Unclaimed
Gretchen Marie Tibbits is a registered representative with Capstone Partners, a firm with an active Broker-Dealer (BD) scope. Gretchen has been in the financial industry since December 31, 2021. Gretchen holds the Series 63, Series 24, and Series 79TO licenses. Gretchen has a registration with the state of New York. Gretchen was previously registered with DC ADVISORY.
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.
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.
1
2
NY
05/08/2024 - Present
Capstone Partners (New York NY)
NY
01/01/2022 - 05/17/2024
DC ADVISORY (NEW YORK NY)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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