Unclaimed
Duff Freeman is a financial advisor with over 39 years of experience in the industry. Duff is currently registered with Osaic Wealth, Inc. and has previously held positions at SAGEPOINT FINANCIAL, INC., NEXT FINANCIAL GROUP, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, IFG NETWORK SECURITIES, INC., DERAND/PENNINGTON/BASS, INC. and LINCOLN NATIONAL PENSION INSURANCE COMPANY. Duff is also the owner of Freeman Financial Services, Inc., a registered investment advisor firm. Duff holds a Series 6, Series 63 and Series 65 license and is a Chartered Financial Consultant. Duff's practice focuses on providing financial planning and consulting services to individuals, businesses, and non-profit organizations.
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.
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
NC
09/01/2023 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
04/01/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (RALEIGH NC)
NC
12/12/2008 - 04/18/2011
NEXT FINANCIAL GROUP, INC. (RALEIGH NC)
NC
10/31/2005 - 12/17/2008
AIG FINANCIAL ADVISORS, INC. (RALEIGH NC)
AZ
07/25/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IN
01/10/1994 - 07/14/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/10/1994 - 07/14/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
GA
04/14/1992 - 01/10/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
06/05/1991 - 05/14/1992
DERAND/PENNINGTON/BASS, INC.
IN
10/07/1983 - 06/11/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/07/1983 - 06/11/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/07/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 05/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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