Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Scott Freeman is a financial advisor with over 30 years of experience in the industry. J Scott Freeman is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since February 2007. J Scott Freeman is a registered representative in Connecticut, New York, and Texas. J Scott Freeman has been registered with Morgan Stanley DW Inc. from September 1987 to February 2007 and E. F. Hutton & Company Inc from May 1986 to October 1987. J Scott Freeman has passed the Series 3, Series 7, Series 63, and Series 65 exams. J Scott Freeman also holds the SIE designation.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
02/09/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BINGHAMTON NY)
NY
09/08/1987 - 02/14/2007
MORGAN STANLEY DW INC. (BINGHAMTON NY)
NA
05/23/1986 - 10/30/1987
E. F. HUTTON & COMPANY INC
IA
Issued 06/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure J Freeman is the right advisor for you? Invested Better is here to help.
