Unclaimed
Gary Dale Freeman is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with Edward Jones, a firm with a strong reputation for providing personalized financial advice to individuals and families. Gary is active in both broker-dealer and investment advisor roles, offering a comprehensive range of services to his clients. He is licensed in 15 states, including Texas, California and Florida, and has passed several industry exams, including the Series 7, Series 63, and Series 66. Gary is dedicated to helping clients achieve their financial goals and has a proven track record of success.
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.
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.
See schedule d - miscellaneous
1
2
TX
01/19/2007 - Present
Edward Jones (SILSBEE TX)
NA
07/23/1986 - 08/13/1987
KIDDER, PEABODY & CO. INCORPORATED
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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