Unclaimed
David Paul Freiburg is a financial professional with over 30 years of experience in the financial services industry. David has a wide range of experience in the industry having worked with firms such as TD Ameritrade, Inc., Scottrade, Inc., H.D. Vest Investment Securities, Inc., A.G. Edwards & Sons, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Currently, David is registered with Charles Schwab & CO., Inc. in Lone Tree, Colorado. David is a Series 7, Series 24, Series 55, Series 57TO, and Series 63 licensed professional. David is a valuable resource for individuals seeking investment guidance and financial planning advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/19/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
05/22/2018 - 01/19/2022
TD AMERITRADE, INC. (OMAHA NE)
MO
07/27/1998 - 05/22/2018
SCOTTRADE, INC. (ST. LOUIS MO)
TX
09/08/1997 - 08/28/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
MO
05/15/1995 - 02/20/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MN
09/28/1992 - 03/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1992 - 03/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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