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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Mager is a financial advisor with Wells Fargo Clearing Services, LLC and has been working in the industry since 1997. Gretchen has a wide range of experience, having worked for a number of firms prior to Wells Fargo Clearing Services, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, ABN AMRO Incorporated, and Peregrine Financials & Securities, Inc. Gretchen holds a number of licenses and certifications including Series 7, Series 9, Series 10, Series 55, Series 63, Series 65, and Series 99TO. Gretchen also has a number of specializations in financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
MO
01/03/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
IL
02/04/2008 - 04/24/2008
GETCO EXECUTION SERVICES LLC. (CHICAGO IL)
IL
05/29/2006 - 04/24/2008
OCTEG, LLC (CHICAGO IL)
NY
04/02/2004 - 11/24/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
09/09/2002 - 04/02/2004
ABN AMRO INCORPORATED (STAMFORD CT)
IL
03/30/1999 - 01/26/2001
PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)
IL
10/24/1997 - 02/16/1999
REGAL DISCOUNT SECURITIES, INC. (GLENVIEW IL)
IL
11/13/1996 - 10/16/1997
CORPORATE INVESTMENTS GROUP, INC. (CHICAGO IL)
CO
08/06/1996 - 11/13/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2003
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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