Alin Katiraei Frentzen

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 07/2020
  Ubs Financial Services, Inc.
  Kansas City, MO
• 07/2020 → Present
  Raymond James & Associates, Inc
  Lee's Summit, MO

Previous Registrations

• 2015-12-21 → 2020-08-10
  Ubs Financial Services Inc.
  Kansas City, MO

Other Businesses

(1)Name of Business: Address: 17030 Silver Crest Drive, San Diego, CA, 92127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Coordinate with tenant to ensure habitable, safe and noble living environment as outlined in rental contract. (2)Name of Business: Address: 17030 Silver Crest Drive, San Diego, CA, 92127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/05/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ensure the house is habitable and safe per rental contract.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-21

Other Names

• Al Frentzen
• Ali Katiraei
• Ali Frentzen