Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Roy Freeberg is a financial advisor who has been working in the financial industry since 1982. He has been with Cambridge Investment Research Advisors, Inc. since 2005 and is registered in Illinois. Everett is a Chartered Financial Consultant. In addition to his work with Cambridge Investment Research Advisors, Inc., Everett is also an independent insurance agent. He provides financial planning and other services to individuals, high-net-worth individuals, families, small businesses, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (WASHINGTON IL)
IA
10/30/1993 - 02/03/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
03/29/1982 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 02/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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