Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Ivan Freedman is a financial advisor registered with Ameriprise Financial Services, LLC. Dennis has been in the industry since December 26, 2000, and holds a Series 7, Series 63, and Series 65 licenses. Dennis has worked with clients in Pennsylvania, Texas, and several other states. Dennis is a registered investment advisor and broker-dealer. Dennis is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/08/2017 - Present
Ameriprise Financial Services, LLC (PLYMOUTH MEETING PA)
NJ
01/06/2014 - 08/20/2014
MORGAN STANLEY (SHREWSBURY NJ)
PA
07/13/2010 - 12/31/2011
WESTERN INTERNATIONAL SECURITIES, INC. (PHILADELPHIA PA)
PA
02/14/2006 - 07/06/2010
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
MI
11/10/2003 - 02/16/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
PA
01/14/2000 - 11/13/2003
CUMBERLAND BROKERAGE CORPORATION (ARDMORE PA)
NJ
08/24/1998 - 09/21/1999
RYAN, BECK & CO. (FLORHAM PARK NJ)
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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