Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Mcthenia Collins is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. Gretchen is a registered representative with FINRA and has been actively involved in the financial industry since 2005. Gretchen has a wide range of experience in providing financial services, including investment advice, financial planning, and insurance. Gretchen is licensed to sell securities in several states, including Florida, California, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
07/21/2020 - Present
LPL Financial LLC (FORT MYERS FL)
FL
01/04/2017 - 07/21/2020
SECURITIES SERVICE NETWORK, LLC (FT. MYERS FL)
FL
09/12/2006 - 01/11/2017
WELLS FARGO CLEARING SERVICES, LLC (NORTH FORT MYERS FL)
TN
01/21/2005 - 03/15/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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