Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freddie? Claim Your ProfileFreddie David Blumenfeld is a financial professional with over 30 years of experience in the industry. Freddie currently works as an Investment Advisor Representative for Latitude Advisors, LLC in Vero Beach, FL. Freddie is also an Enrolled Agent (EA) and has been involved in accounting and tax return preparation since 1980. Freddie is registered with the state of Illinois as an Investment Advisor Representative. Freddie has held previous positions with firms such as Medallon Investment Services, Inc., Genworth Financial Securities Corporation, and Hochman & Baker Securities, Inc. Freddie holds FINRA Series 6 and Series 63 licenses and has passed the SIE and Series 65 examinations. Freddie specializes in working with high net worth individuals, corporations, and pension and profit sharing plans.
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.
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.
Third party referral fees
1
2
FL
01/04/2010 - Present
Latitude Advisors, LLC (VERO BEACH FL)
IL
01/04/2006 - 11/10/2009
MEDALLION INVESTMENT SERVICES, INC. (SKOKIE IL)
IL
06/30/2004 - 01/27/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
CT
10/29/1992 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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