Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Ian Freund is a financial advisor with Allstate Financial Advisors, LLC. Jeffrey has been in the industry since April 18, 1989 and is registered with the state of New York as a Registered Representative and Investment Advisor Representative. Jeffrey has a Certified Financial Planner designation. Jeffrey's previous employment history includes HSBC Brokerage (USA) Inc., Chase Investment Services Corp., Equity Services, Inc., and First Investors Corporation. Jeffrey is also a President at Jeff Freund Agency, Inc.
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Third party advisory fees
1
2
NY
10/05/2023 - Present
Allstate Financial Advisors, LLC (East Setauket NY)
NY
10/18/2002 - 09/23/2003
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
12/03/1996 - 10/10/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
VT
06/20/1985 - 12/31/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
12/04/1984 - 03/11/1985
FIRST INVESTORS CORPORATION
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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