Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frieda? Claim Your ProfileFrieda Rakhman is a financial advisor with over 15 years of experience in the financial services industry. Frieda is currently registered with Fifth Third Securities, Inc. in Atlanta, GA. Previously, Frieda has also worked for Truist Investment Services, Inc., Bessemer Investor Services, Inc., UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated. Frieda is a Series 7, Series 31, and Series 66 licensed professional. Frieda has experience in portfolio management for individuals and businesses, financial planning, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
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2
GA
11/16/2021 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
10/30/2017 - 01/07/2021
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/20/2013 - 04/22/2016
BESSEMER INVESTOR SERVICES, INC. (ATLANTA GA)
GA
01/02/2009 - 08/22/2013
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
04/02/2007 - 01/06/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
05/26/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ATLANTA GA)
BOTH
Issued 6/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 5/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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