Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Frentzen is a financial advisor with Cetera Investment Advisers LLC in Perkasie, PA. Gregory is also the owner of Frentzen Financial Solutions LLC, a financial services firm. Gregory has been in the financial industry since 2002 and has experience with a variety of firms, including Securities America, Inc., CUSO Financial Services, L.P., Raymond James Financial Services, Inc., and PrimeVest Financial Services, Inc. Gregory holds Series 6, 7, 63, and 66 licenses. Gregory also holds the SIE license. Gregory is registered to provide investment advisory services in Pennsylvania. Gregory's specializations include investments, financial planning, and retirement planning. Gregory also provides insurance services through various insurance companies.
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.
A percentage of the total value of assets under management is charged.
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2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PERKASIE PA)
PA
11/23/2016 - 06/21/2022
SECURITIES AMERICA, INC. (PERKASIE PA)
PA
02/21/2012 - 11/28/2016
CUSO FINANCIAL SERVICES, L.P. (WARRINGTON PA)
PA
06/04/2008 - 02/17/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTH WALES PA)
PA
09/27/2007 - 06/04/2008
PRIMEVEST FINANCIAL SERVICES, INC. (NORTH WALES PA)
PA
04/30/2007 - 09/19/2007
INVEST FINANCIAL CORPORATION (WAYNESBORO PA)
PA
02/09/2006 - 04/30/2007
PFIC SECURITIES CORPORATION (WAYNESBORO PA)
NY
06/01/2005 - 02/10/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NY
03/29/2004 - 05/20/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MO
10/13/2003 - 04/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
PA
03/20/2002 - 08/26/2003
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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