linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mckenzie Jane Frankel

Entrust Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mckenzie? Claim Your Profile

About Mckenzie Jane Frankel

Mckenzie Frankel is an Investment Advisor Representative at Entrust Financial LLC, and has been in the industry since 2005. Mckenzie has a Series 7, Series 31, and Series 66 licenses. Mckenzie also holds a Certified Financial Planner designation. Mckenzie has worked for several firms including Lincoln Investment Planning, Inc. and Morgan Stanley & Co. Incorporated. Mckenzie's primary work focus is providing financial planning, portfolio management, and selection of other advisors to individual clients. Mckenzie also works with high-net-worth individuals, businesses, and charitable organizations.

Firm Information

Mckenzie Frankel is currently registered with Entrust Financial LLC. Entrust Financial LLC is a registered investment advisor headquartered in Wayne, PA, with approximately $315 million in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Entrust Financial LLC has a team of 5 investment advisor representatives who offer personalized services tailored to each client's unique financial needs.
Entrust Financial LLC

487 DEVON PARK DRIVE

WAYNE, PA 19087

$315.24M

Assets Under Management

14

Total Clients

5

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mckenzie Frankel’s Registration & Firm History

PA

04/23/2021 - Present

Entrust Financial LLC (WAYNE PA)

PA

08/10/2009 - 03/13/2015

LINCOLN INVESTMENT (WAYNE PA)

FL

06/01/2009 - 08/11/2009

MORGAN STANLEY SMITH BARNEY (TAMPA FL)

FL

08/30/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)

FL

08/25/2005 - 08/29/2007

UBS FINANCIAL SERVICES INC. (TAMPA FL)

Not sure if Mckenzie Jane Frankel is right for you?

Licenses & Designations

BOTH

Issued 09/14/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 08/24/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mckenzie Jane Frankel.
Not sure if Mckenzie Jane Frankel is right for you?