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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petra? Claim Your ProfilePetra Frisina is a financial advisor with over 25 years of experience in the industry. Petra is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 6, 7, 63, and 65 licenses. Petra has previously worked with several firms including WELLS FARGO INVESTMENTS, LLC, ESSEX NATIONAL SECURITIES, INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, and GLENFED BROKERAGE SERVICES. Petra is committed to providing personalized financial advice and services to her clients. She works with a variety of client types including individuals, businesses, corporations, and retirement plans. Petra's expertise covers a wide range of investment strategies, including stock and bond selection, mutual funds, and alternative investments. Petra is committed to providing her clients with the information and resources they need to make informed financial decisions.
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.
1
2
CA
10/10/2023 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
04/18/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WEST COVINA CA)
CA
09/23/2003 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/05/2003 - 09/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
11/14/1998 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
12/05/1996 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
IA
Issued 11/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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