Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Corey Frenz is a financial advisor with Ameriprise Financial Services, LLC. Donald has over 24 years of experience in the financial services industry. Donald is registered to offer securities and investment advisory services in Alabama, Arizona, California, Florida, Georgia, Maryland, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Donald has a Series 63, Series 66, Series 7, and SIE. Donald provides asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Donald also provides portfolio management for businesses and individuals. Donald is also an Independent Insurance Broker for UNUM Life Insurance Company of America.
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.
Asset allocation services
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.
1
2
PA
12/03/2013 - Present
Ameriprise Financial Services, LLC (WASHINGTON PA)
MN
06/09/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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