Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Frenzel is a financial professional with over 11 years of experience in the industry. He has worked for both First Clearing, LLC and Wells Fargo Clearing Services, LLC. His career has involved a variety of financial services including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management. He holds the following licenses: Series 63, Series 24, Series 53, Series 52, Series 7, and the SIE exam. He is registered in the state of Missouri. Ian Frenzel works at Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
01/04/2012 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
01/13/2014 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BC
Issued 01/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/24/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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