Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gretchen? Claim Your ProfileGretchen Watkin is a financial advisor with over 30 years of experience in the industry. Gretchen is currently registered with Stifel, Nicolaus & Company, Inc. Gretchen has been registered with Stifel, Nicolaus & Company, Inc. since November 2002. Gretchen has a Series 6, 7, 3, and SIE licenses and is also registered in 49 states and the District of Columbia. Gretchen has experience working with a variety of clients including high-net-worth individuals, corporations, and institutional investors.
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.
1
2
MO
05/21/2020 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
MO
06/21/1997 - 11/20/1997
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
03/06/1990 - 06/21/1997
MARK TWAIN BROKERAGE SERVICES, INC.
NA
12/01/1990 - 01/01/1994
INFINET SECURITIES, INC.
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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