Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gus? Claim Your ProfileGus Olaf Grefthen is a registered investment advisor representative with Saturna Capital Corp. Gus Olaf Grefthen has been in the industry since April 25, 2018. Gus Olaf Grefthen is also registered as an investment advisor representative in Washington. Gus Olaf Grefthen has passed the Series 66, Series 7 and SIE exams. Previously, Gus Olaf Grefthen was employed at EDWARD JONES.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
12/19/2022 - Present
Saturna Capital Corp. (BELLINGHAM WA)
WA
10/19/2017 - 12/11/2018
EDWARD JONES (BELLINGHAM WA)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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