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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frenkel is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 25 years of experience in the industry. Robert has a wide range of experience in various areas of financial services, including investment consulting, portfolio management, and financial planning. Robert has earned the CERTIFIED FINANCIAL PLANNER™ designation and holds multiple licenses and registrations, including Series 7, Series 31, and Series 63. Robert has also been a commissioner for the Millburn Short Hills Historic Preservation Commission. Robert provides investment advice to individuals, families, and businesses.
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
NJ
08/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (SHORT HILLS NJ)
NY
10/01/2008 - 08/01/2023
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/13/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/07/2005 - 03/09/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
MO
10/01/2000 - 01/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
12/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/01/1998 - 10/19/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
08/20/1997 - 11/19/1997
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 02/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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