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Gretchen Wiik

Cetera Advisors LLC

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About Gretchen Wiik

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.

Firm Information

Gretchen Wiik is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gretchen Wiik’s Registration & Firm History

MA

10/03/2016 - Present

Cetera Advisors LLC (BOSTON MA)

MA

02/09/2012 - 10/03/2016

INVESTORS CAPITAL CORP. (BOSTON MA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gretchen Wiik.
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