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@placemark.com
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George Fraunces is listed as Registered Representative at PlanMember Securities Corporation, a company with 75 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at placemark.com, phone signal with area code 602, and a matched LinkedIn profile for George Fraunces.
George Fraunces previously worked as Registered Representative at One2One Wealth Strategies and Associate Financial Advisor at Ameriprise Financial. George Fraunces holds Mba, Management from San Diego State University.
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AeroLeads found 1 current-domain work email signal for George Fraunces. Compare company email patterns before reaching out.
George Fraunces is a Registered Representative at PlanMember Securities Corporation. He possess expertise in selling, mutual funds, investments, retirement, series 7 and 52 more skills.
Listed skills include Selling, Mutual Funds, Investments, Retirement, and 53 others.
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Glendale, Arizona, United States
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation(PSEC) a registered broker-dealer, investment advisor and member FINRA/SIPC 6187 Carpenteria Ave. Carpenteria, CA 93015 (800) 874-6910. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and.
Phoenix, Arizona Area
Managed six investment brokers in the selling of individual municipal bonds and mutual funds
Cover the Arizona, Southern California and Colorado territory. Responsible for Wells Fargo Advisors and various independent broker dealers. We offer 5 SMA portfolios and two mutual funds. the flagship Balanced Portfolio has a track record dating back to 1994. That portfolio doubled clients money in the 2000's. $40 million in sales since 11/1/2010
Closed End fund sales in the midstream energy MLP market. Member of a team that raised 1.06 billion, the second largest IPO so far on the NYSE in 2010. Responsible for the 4 corners and Washington State. Presented in 18 selling days, 15 ML offices,12 MSSB, 10 UBS.4 RBC and 3 Wells Fargo offices
Sold Putnam mutual funds, SMA's and 529 plans to financial advisors in Arizona and New Mexico. Sold in the wire house, regional and independent broker dealers. 2008 sales of $50 million
Responsible for selling Placemark's UMA platform to selected b/d's in the western United States. Primarily AIG, RBC and D A Davidison reps.
Responsible for consultative sales, servicing and training of Placemark*s Unified Account Management (UMA) services to financial advisors in the Western Region. Responsible for servicing, educating and selling to advisors from RBC, Oppenheimer, Prudential, AIG, Piper Jaffrey, HSBC and DA Davidson Performed extensive advisor training and education on UMA.
Wholesale open and closed end mutual funds to Merrill Lynch advisors in parts of ten states
Responsible for distribution of Merrill Lynch mutual fund, separate account, and private investor products; ArizonaFund, SMA and Trust sales of $290 million in 2005 in a three state territory1999 ranked 3 out of 27 in net new assets to Mutual Fund Advisor Program
and Retirement Plan SalesResponsible for money purchase, profit sharing and 401(k) sales in Utah and Southern California territoryConducted ongoing employee education meetings and trustee meetingsHosted monthly Financial Advisor retirement plan basics training
Responsible for US marketing and distributing of retirement plan administration services to major law firms and large medical groupsNegotiated revenue-sharing agreements with investment company partners helped save approximately 15% of firm revenueIncreased assets under administration by 125 million, 10% of company assets in 1996
Managed sales force that sold 403 (b)7 retirement mutual funds to public school educators in San Diego CountyHired, trained and managed part-time sales forceIncreased territory assets by over 200% through new payroll deductions and rollovers in 1990
Sold industrial motors and drives to paper and plastic plants in a territory from Natchez, MS to pine Bluff, AR. Based in Monroe, LA
Other employees you can reach at joinplanmember.com. View company contacts for 75 employees →
Matt Sinclair
Colleague at Planmember Securities CorporationGreater Seattle Area, United States
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Henri Saint-Surin
Colleague at Planmember Securities CorporationNew York, New York, United States, United States
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Susan Mack
Colleague at Planmember Securities CorporationCorsicana, Texas, United States, United States
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Rafiq Austin Wiley
Colleague at Planmember Securities CorporationPasadena, California, United States, United States
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Tracy Gillette,Cfp Plan Today For Your Tomorrow
Colleague at Planmember Securities CorporationGreater Tampa Bay Area, United States
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Jake Dai
Colleague at Planmember Securities CorporationLos Angeles, California, United States, United States
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Stephanie Saathoff
Colleague at Planmember Securities CorporationSterling, Illinois, United States, United States
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Verlin Dill
Colleague at Planmember Securities CorporationMadera, California, United States, United States
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Alexander Ziehl
Colleague at Planmember Securities CorporationCarpinteria, California, United States, United States
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Jennifer Moody Stubaus
Colleague at Planmember Securities CorporationFort Lauderdale, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
George Fraunces works for PlanMember Securities Corporation.
George Fraunces is listed as Registered Representative at PlanMember Securities Corporation.
AeroLeads has found 1 work email signal at @placemark.com for George Fraunces at PlanMember Securities Corporation.
AeroLeads has found 1 phone signal(s) with area code 602 for George Fraunces at PlanMember Securities Corporation.
George Fraunces is based in Scottsdale, Arizona, United States while working with PlanMember Securities Corporation.
George Fraunces has worked for One2One Wealth Strategies, Planmember Securities Corporation, Ameriprise Financial, Waddell & Reed, and Lawson Financial.
George Fraunces's colleagues at PlanMember Securities Corporation include Matt Sinclair, Henri Saint-Surin, Susan Mack, Rafiq Austin Wiley, and Tracy Gillette,Cfp Plan Today For Your Tomorrow.
You can use AeroLeads to view verified contact signals for George Fraunces at PlanMember Securities Corporation, including work email, phone, and LinkedIn data when available.
George Fraunces holds Mba, Management from San Diego State University.
George Fraunces is listed with skills including Selling, Mutual Funds, Investments, Retirement, Series 7, 401K, Series 63, and Asset Management.
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