William Abe Frankenstein

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Woodland Hills, CA
• 07/2016 → 02/2024
  Massmutual Life Insurance Co
  Los Angeles, CA
• 03/2017 → 02/2024
  Mml Investors Services, Llc
  Los Angeles, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  Pasadena, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2017-03-25 → 2024-03-06
  Mml Investors Services, Llc
  Woodland Hills, CA
  Los Angeles, CA
  Los Angeles, CA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Woodland Hills, CA
• 2002-10-15 → 2015-01-02
  New England Securities
  Woodland Hills, CA
  Woodland Hills, CA
• 2001-04-25 → 2002-08-16
  Financial West Group
  Woodland Hills, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FOUNDATION FOR SENIOR SERVICES, INVESTMENT RELATED: NO, ADDRESS: 655 NORTH CENTRAL AVENUE #1700 GLENDALE, CA 91203, NATURE OF BUSINESS: NON PROFIT, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: RESOURCE, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: TALK TO SENIORS ABOUT FINANCIAL PLANNING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-20

Designations

Other Names

• Bill Frankensein