Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Michelle Brown has been in the financial services industry since December 1999. Gretchen is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since June 2009. Gretchen is also registered with the state of Idaho as an Investment Advisor Representative. Prior to joining Cambridge Investment Research Advisors, Inc., Gretchen was registered with VSR FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, MCDONALD INVESTMENTS INC., and LIBERTY LIFE SECURITIES LLC. Gretchen specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Gretchen also provides educational seminars and market timing services. Gretchen is a registered representative and investment advisor representative and holds the Series 6, 7, 30, 31, and 63 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ID
06/16/2009 - Present
Cambridge Investment Research Advisors, Inc. (Eagle ID)
ID
01/02/2009 - 06/16/2009
VSR FINANCIAL SERVICES, INC. (BOISE ID)
ID
06/27/2003 - 01/02/2009
LPL FINANCIAL CORPORATION (BOISE ID)
OH
07/17/2000 - 05/06/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NH
11/01/1999 - 07/11/2000
LIBERTY LIFE SECURITIES LLC (DOVER NH)
IA
Issued 02/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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