Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Stranch-cote is a financial advisor with J.p. Morgan Securities LLC. Gretchen has been in the industry since April 26, 2000. Gretchen is registered with FINRA and the state of New Hampshire. Gretchen specializes in providing financial planning, pension consulting, and selection of other advisors to businesses and individuals. Gretchen has experience with clients of all types including high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, insurance companies, and charitable organizations. Gretchen previously worked at Morgan Stanley, People's Securities, Inc., and LPL Financial LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
12/18/2023 - Present
J.p. Morgan Securities LLC (Springfield MA)
MA
07/10/2020 - 12/19/2023
MORGAN STANLEY (Springfield MA)
MA
04/02/2020 - 07/14/2020
PEOPLE'S SECURITIES, INC. (Springfield MA)
MA
12/21/2015 - 04/02/2020
INFINEX INVESTMENTS, INC. (West Springfield MA)
MA
07/10/2012 - 12/22/2015
LPL FINANCIAL LLC (SOUTHWICK MA)
MA
08/28/2006 - 06/25/2012
CCO INVESTMENT SERVICES CORP. (LUDLOW MA)
MA
10/20/2004 - 08/25/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
04/11/2000 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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