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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 Sanders is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been employed since April 2014. Gretchen has been in the financial services industry since July 4, 2000. Her prior employment includes roles at Stifel, Nicolaus & Company, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Gretchen has licenses in various states, including Tennessee and Texas. She has also passed the Securities Industry Essentials Examination, the Futures Managed Funds Examination, and the General Securities Representative Examination. She is a Series 66 holder. Gretchen offers a variety of services to her clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TN
05/06/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (KINGSPORT TN)
PA
10/21/2013 - 03/28/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YORK PA)
PA
04/10/2001 - 10/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
NY
06/01/2000 - 04/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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