Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freddie? Claim Your ProfileFreddie Latron Broadway is an Investment Advisor Representative registered with the state of Texas and holds the Series 65, 66, 7 and SIE licenses. Freddie Latron Broadway has been working in the financial services industry for over 10 years. Most recently, Freddie Latron Broadway has worked with Fisher Investments. Previously, Freddie Latron Broadway worked for CAPITAL ONE INVESTING, LLC, USAA FINANCIAL ADVISORS, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC and EDWARD JONES. Freddie Latron Broadway specializes in providing financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/07/2024 - Present
Fisher Investments (PLANO TX)
TX
02/01/2017 - 03/12/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
09/11/2013 - 04/08/2016
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
04/05/2013 - 08/08/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
LA
10/01/2012 - 03/18/2013
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
10/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BATON ROUGE LA)
LA
12/02/2009 - 07/22/2010
EDWARD JONES (MONROE LA)
IA
Issued 08/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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