George Fraunces Email & Phone Number

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 operated companies. PlanMember is not responsible or liable for ancillary products or services offered by One2One Wealth Strategies or this representative.

Glendale, Arizona, United States

5701 W Talavi Blvd Ste #155

Scottsdale, Az

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 plan featuresSuccessfully launched UMA program to Oppenheimer and DA Davidson Advisors

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

Mba, Management

Bs, Industrial Engineering

High School, High School