Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Daniel Freeman is a financial professional with over 20 years of experience in the industry. Erik is registered with Northwestern Mutual Investment Services, LLC and is licensed to conduct business in Arizona, California, Idaho, Oregon, Texas, and Washington. Erik is a graduate of the University of Wisconsin-Madison and holds Series 6, 63, and SIE licenses. Erik specializes in investment research and referrals to other advisors. Erik has worked in the industry since 1998 and has previously worked with Robert W. Baird & Co. Incorporated.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CA
04/16/1998 - Present
Northwestern Mutual Investment Services, LLC (EL CENTRO CA)
WI
04/16/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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