George Fraunces Email and Phone Number
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George Fraunces is a One2One Wealth Strategies / Registered Representative at PlanMember Securities Corporation at PlanMember Securities Corporation. He possess expertise in selling, mutual funds, investments, retirement, series 7 and 52 more skills.
Planmember Securities Corporation
View- Website:
- joinplanmember.com
- Employees:
- 75
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Registered RepresentativeOne2One Wealth Strategies Jul 2018 - PresentGlendale, Arizona, United StatesRepresentative 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 operated companies. PlanMember is not responsible or liable for ancillary products or services offered by One2One Wealth Strategies or this representative.
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Registered RepresentativePlanmember Securities Corporation Jul 2018 - PresentGlendale, Arizona, United States
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Associate Financial AdvisorAmeriprise Financial Oct 2017 - Jul 20185701 W Talavi Blvd Ste #155 -
Financial SalesWaddell & Reed Oct 2016 - Jul 2017Scottsdale, Az -
Producing Sales ManagerLawson Financial Mar 2012 - Sep 2016Phoenix, Arizona AreaManaged six investment brokers in the selling of individual municipal bonds and mutual funds -
External WholesalerWbi Investments Nov 2010 - Jun 2011Cover 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 -
Regional Marketing Consultant/Contractor ToTortoise Capital Advisors Jul 2010 - Aug 2010Closed 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
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SvpPutnam May 2008 - Feb 2009Sold 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
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VpPlacemark Investments Mar 2006 - Feb 2008Responsible for selling Placemark's UMA platform to selected b/d's in the western United States. Primarily AIG , RBC and D A Davidison reps. -
Vice President, Regional ConsultantPlacemark Investments Feb 2006 - Feb 2008Responsible 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 plan featuresSuccessfully launched UMA program to Oppenheimer and DA Davidson Advisors
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Vp SalesMerill Lynch Aug 1998 - Mar 2006Wholesale open and closed end mutual funds to Merrill Lynch advisors in parts of ten states
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Vice President, Asset Management AdvisorMerrill Lynch Investment Managers Aug 1998 - Jan 2006Responsible 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 -
Assistant Vice PresidentMerrill Lynch Asset Management Nov 1996 - Aug 1998and 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
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Vice President SalesNorth American Trust Jun 1994 - Nov 1996Responsible 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
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Division ManagerInvestors Retirement And Management Corp Oct 1989 - May 1993Managed 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
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Sales EngineerReliance Electric 1983 - 1984Sold industrial motors and drives to paper and plastic plants in a territory from Natchez, MS to pine Bluff, AR. Based in Monroe, LA
George Fraunces Skills
George Fraunces Education Details
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Management -
Industrial Engineering -
St. Joesph'S PrepHigh School
Frequently Asked Questions about George Fraunces
What company does George Fraunces work for?
George Fraunces works for Planmember Securities Corporation
What is George Fraunces's role at the current company?
George Fraunces's current role is One2One Wealth Strategies / Registered Representative at PlanMember Securities Corporation.
What is George Fraunces's email address?
George Fraunces's email address is ge****@****ark.com
What is George Fraunces's direct phone number?
George Fraunces's direct phone number is +160238*****
What schools did George Fraunces attend?
George Fraunces attended San Diego State University, Penn State University, St. Joesph's Prep.
What are some of George Fraunces's interests?
George Fraunces has interest in Children, Reading Boigraphies, Runnning And Swimming, Economic Empowerment, Investing, Education, College Football.
What skills is George Fraunces known for?
George Fraunces has skills like Selling, Mutual Funds, Investments, Retirement, Series 7, 401k, Series 63, Asset Management, Separately Managed Accounts, Customer Service, Asset Managment, Series 24.
Who are George Fraunces's colleagues?
George Fraunces's colleagues are Abraham Galvez, Rafiq Austin Wiley, Salleh Beitollahi, Juan Viveros, Tracy Gillette,cfp Plan Today For Your Tomorrow, Orrin Webber, Clark Atterbury.
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