Unclaimed
Eva M. Freed is a registered representative with Innovation Partners LLC. Eva has been in the industry since 1988. Eva holds Series 6, 62, 63 and 65 licenses and has been registered in Florida, Georgia, Michigan and New York. Eva previously worked at MML Investors Services, LLC and Securian Financial Services, Inc.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
04/28/2017 - Present
Innovation Partners LLC (CHARLOTTE NC)
MI
06/20/2013 - 05/09/2017
MML INVESTORS SERVICES, LLC (Southfield MI)
MI
04/12/2007 - 06/05/2013
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
08/29/1989 - 02/28/2007
SECURIAN FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
NA
07/20/1987 - 08/02/1988
PRUCO SECURITIES CORPORATION
IA
Issued 02/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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