linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Craig Laurence Freedman

THE Retirement Readiness Institute

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Craig? Claim Your Profile

About Craig Laurence Freedman

Craig Laurence Freedman is an investment advisor representative at The Retirement Readiness Institute in Boca Raton, Florida. Craig is licensed to provide investment advice in California, Colorado, Florida, and New Jersey. Craig has been in the financial services industry since 1986 and holds Series 7, 24, and 63 licenses.

Firm Information

Craig Freedman is currently registered with THE Retirement Readiness Institute. THE Retirement Readiness Institute is a registered investment advisor with one licensed agent and one investment advisor representative. The firm provides pension consulting, portfolio management for individuals, and other advisory services, including pension plan administration under ERISA Section 3(16). The firm manages $14,612,576 in assets for 52 accounts, primarily for pension and profit-sharing plans, as well as individuals other than high-net-worth clients.

$14.61M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

pension plan admin. under erisa sec. 3(16)

Pension plan admin. under erisa sec. 3(16)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Craig Freedman’s Registration & Firm History

FL

05/18/2012 - Present

THE Retirement Readiness Institute (BOCA RATON FL)

FL

07/24/2007 - 09/29/2009

SECURITIES AMERICA, INC. (WELLINGTON FL)

FL

07/15/1999 - 07/20/2007

BROOKSTREET SECURITIES CORPORATION (LAKE WORTH FL)

FL

02/27/1995 - 07/12/1999

FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)

NA

04/04/1994 - 02/09/1995

MERCER SECURITIES, LTD.

NY

03/25/1992 - 03/30/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

10/19/1989 - 03/27/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

06/06/1988 - 10/02/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

12/26/1986 - 06/17/1988

KIDDER, PEABODY & CO. INCORPORATED

Not sure if Craig Laurence Freedman is right for you?

Licenses & Designations

IA

Issued 02/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2001

Series 24 - General Securities Principal Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Laurence Freedman.
Not sure if Craig Laurence Freedman is right for you?