Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Frenkel is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since January 2, 1994. She is a registered representative and investment advisor representative in the state of New Jersey. Susan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. She is also a registered principal with the firm. Susan is licensed to sell insurance and has been actively involved in theater funding. She has a wide range of experience in the financial services industry, having worked with several different firms over the years.
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.
1
2
NJ
10/16/2015 - Present
Cetera Investment Advisers LLC (Allendale NJ)
NJ
09/21/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ALLENDALE NJ)
NJ
12/19/2011 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (ALLENDALE NJ)
NJ
12/20/2006 - 01/05/2012
NATIONS FINANCIAL GROUP, INC. (ALLENDALE NJ)
NJ
10/08/2002 - 12/19/2006
MIDSOUTH CAPITAL, INC. (ALLENDALE NJ)
CA
01/29/1999 - 10/21/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
11/29/1993 - 12/24/1998
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 03/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2004
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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