Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Mark Freishtat is a financial advisor with over 20 years of experience in the financial services industry. Ethan Mark Freishtat is currently registered with Bay Colony Advisors and is also a Certified Financial Planner. Ethan Mark Freishtat previously worked at Securities America, Inc., LPL Financial LLC, Valmark Securities, Inc. and Fidelity Brokerage Services LLC. Ethan Mark Freishtat holds FINRA Series 63, Series 66 and Series 7 licenses. Ethan Mark Freishtat specializes in financial planning, investment management for individuals, pension consulting, selection of other advisors, and portfolio management for businesses.
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.
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.
Platform fee from sub-advisers
1
2
MA
11/16/2023 - Present
BAY Colony Advisors (CONCORD MA)
FL
06/29/2018 - 08/18/2022
SECURITIES AMERICA, INC. (JUPITER FL)
MA
12/04/2015 - 07/05/2018
LPL FINANCIAL LLC (WESTBOROUGH MA)
MA
06/27/2013 - 12/03/2015
VALMARK SECURITIES, INC. (NEEDHAM MA)
NH
07/25/2000 - 04/22/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Ethan Freishtat is the right advisor for you? Invested Better is here to help.
