Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Marie Zierolf is a financial advisor with Lido. Gretchen has been in the financial services industry since 1999. Gretchen has a strong background in financial planning, portfolio management, and investment advisory services. Gretchen has held various positions at several firms, including Janney Montgomery Scott LLC, Farr Miller & Washington, LLC, Hightower Advisors, and Lido. Gretchen is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 63, and 66. Gretchen specializes in providing financial advice to individuals, families, and businesses.
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.
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.
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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CA
07/08/2024 - Present
Lido (LOS ANGELES CA)
PA
05/03/2010 - 06/03/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
DE
04/07/2009 - 12/31/2009
WELLS FARGO ADVISORS, LLC (WILMINGTON DE)
NJ
02/09/2001 - 07/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/28/1999 - 06/26/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/28/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/12/1999 - 09/02/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 05/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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