Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freeman? Claim Your ProfileFreeman Welch is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Freeman has been in the industry for over 40 years, and is registered to provide investment advice in 29 states. Freeman specializes in providing investment advice to individuals, businesses, and institutional clients. He is also a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
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2
CA
10/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
01/01/2008 - 10/18/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
10/18/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LONG BEACH CA)
NA
07/16/1983 - 10/21/1988
NEWHARD, COOK & CO. INCORPORATED
BC
Issued 06/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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