Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Barress is a financial advisor currently registered with Principal Securities, Inc. Gretchen has been in the financial services industry since June 14, 1995. Gretchen is registered with the Securities and Exchange Commission (SEC) and is licensed to provide financial advice in 51 states. Gretchen has a wide range of experience in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MA
06/16/2021 - Present
Principal Securities, Inc. (WESTON MA)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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