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Susan Frenkel is a registered investment advisor, based in Allendale, NJ, with 32 years of industry experience.
Location
190 E Crescent Ave, Allendale, NJ, 07401
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Regulatory History (2)
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Employment Separation After Allegations
December 2011Customer Dispute
July 2011Award / Judgment
Other Business ActivitiesSells Insurance
Susan is an agent with SLF Associates LLC, selling individual and small group health insurance, including Medicare supplement policies, dedicating minimal time. She is also an executive producer for Betty&Bogie, a theater piece, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2022 - June 2023 · 9 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J P Turner & Company Capital Management, LLC
January 2012 - November 2015 · 3 yrs 10 mos
J.P. Turner & Company, L.L.C.Broker
December 2011 - December 2015 · 4 yrs
J P Turner & Company Capital Management, LLC
December 2011 - January 2012 · 1 mo
Nations Financial Group, INC.
January 2011 - December 2011 · 11 mos
Nations Financial Group, INC.Broker
December 2006 - January 2012 · 5 yrs 1 mo
Midsouth Capital, INC.Broker
October 2002 - December 2006 · 4 yrs 2 mos
First Allied Securities, INC.Broker
January 1999 - October 2002 · 3 yrs 9 mos
David Lerner Associates, INC.Broker
November 1993 - December 1998 · 5 yrs 1 mo
State Registrations14 states
AZCAFLILMAMTNCNJNYOKPASCVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.