Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric James Freedman is an investment advisor representative with U.S. Bancorp Investments, Inc., registered in Minnesota and North Carolina. Eric Freedman has 20+ years of experience in the financial services industry. His previous employers include CAPFINANCIAL SECURITIES, LLC., FRANKLIN STREET SECURITIES, INC., and GOLDMAN, SACHS & CO.. Eric Freedman is also a registered principal with U.S. Bancorp Investments, Inc., and holds Series 3, 7, 24, 63, and 65 licenses. Eric Freedman specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
10/12/2017 - Present
U.s. Bancorp Investments, Inc. (Chapel Hill NC)
NC
06/19/2006 - 10/11/2016
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NC
08/04/2005 - 06/13/2006
FRANKLIN STREET SECURITIES, INC. (CHAPEL HILL NC)
NY
09/15/1999 - 02/18/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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