Gary is responsible for maintaining and expanding Frenkel’s retirement plan business and developing the tools that will help clients meet their fiduciary, communications and compliance responsibilities to ensure a successful plan outcome for both the plan sponsor and the participant. Gary brings 27 years of experience in retirement services and over 30 years of overall experience in the financial industry to Frenkel Benefits, where has worked for over 11 years.
Prior to working at Frenkel, Gary was a Relationship Manager with Retirement and Investment Services for a national carrier for nearly 10 years and has managed plans for several other retirement plan providers and advisors throughout his career. He holds Series 7 and Series 63 registrations with LPL Financial, the Series 65* as well as Life and Variable Annuity Licenses in the states where he does business.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Frenkel Benefits – an EPIC Company and LPL Financial are separate non-affiliated entities.The LPL Financial Registered Representatives associated with these services may only discuss and/or transact securities business with residents of the following states: NY, NJ, CT, PA, MA, CA, CO, OH.
*Registration is with Global Retirement Partners. The 65 is an investment advisory exam, different from the other licenses that are associated with LPL.