Unclaimed
Gretchen Wiik is a financial advisor with Cetera Advisors LLC in Boston, Massachusetts. Gretchen has been in the financial services industry since 2012. She holds the Series 6, Series 63, and SIE licenses. Gretchen is registered to provide investment advice in Massachusetts. Gretchen previously worked at Investors Capital Corp.
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.
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.
1
2
MA
10/03/2016 - Present
Cetera Advisors LLC (BOSTON MA)
MA
02/09/2012 - 10/03/2016
INVESTORS CAPITAL CORP. (BOSTON MA)
BC
Issued 04/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gretchen Wiik is the right advisor for you? Invested Better is here to help.