Unclaimed
Elaine Freeman is a financial advisor registered with Citigroup Global Markets Inc. in Fort Lee, New Jersey. Elaine has been in the industry since 2006 and has been with Citigroup Global Markets Inc. since November 2021. Prior to that, Elaine was employed by Farmers Financial Solutions, LLC, J.P. Morgan Securities LLC, Ameriprise Financial Services, Inc., David Lerner Associates, Inc., H. Beck, Inc., and Allstate Financial Services, LLC. Elaine is registered to provide investment advisory services in New York. Elaine holds the Series 6, Series 7, Series 63, and Series 65 licenses.
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.
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 advice
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
NJ
03/01/2022 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NY
03/04/2020 - 07/29/2021
FARMERS FINANCIAL SOLUTIONS, LLC (VALLEY STREAM NY)
NY
02/13/2014 - 05/09/2018
J.P. MORGAN SECURITIES LLC (BALDWIN NY)
NY
09/21/2011 - 02/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MITCHEL FIELD NY)
NY
01/07/2011 - 09/29/2011
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
03/20/2008 - 02/12/2009
H. BECK, INC. (GARDEN CITY NY)
NY
02/14/2001 - 11/17/2006
ALLSTATE FINANCIAL SERVICES, LLC (BROOKLYN NY)
IA
Issued 02/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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