Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Noel Freeland is a registered investment advisor representative with PFS Investments Inc. since 2017, working out of their Orlando, FL office. Herbert is also registered as a broker-dealer representative and holds the Series 6, 63, 26 and 65 licenses. Herbert's career in the financial industry spans back to 1980. Herbert has a strong record of success in assisting clients with their investment needs and has a strong focus on providing customized financial solutions. In addition to the services offered through PFS Investments Inc., Herbert is also active in the community and is a member of the Live Oak Lake Board of Directors.
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.
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.
1
2
FL
01/27/2017 - Present
PFS Investments Inc. (ORLANDO FL)
IA
Issued 12/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Herbert Freeland is the right advisor for you? Invested Better is here to help.
