Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Lemont Freeman is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC. Frederick has been in the financial services industry since 2008 and holds the Series 7, Series 66, and SIE licenses. Frederick has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and Wells Fargo Clearing Services, LLC. Frederick is registered with the state of North Carolina as a broker-dealer and investment advisor. Frederick offers a range of financial services, including portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
03/01/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NC
09/14/2022 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAPEL HILL NC)
NC
08/03/2021 - 03/21/2022
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
11/30/2020 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (CHAPEL HILL NC)
NC
07/08/2016 - 11/06/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Durham NC)
NC
08/14/2012 - 06/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
07/02/2010 - 01/19/2012
METLIFE SECURITIES INC. (RALEIGH NC)
NC
12/04/2008 - 06/29/2010
WELLS FARGO ADVISORS, LLC (DURHAM NC)
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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