Unclaimed
Jeremy Alan Freise is a registered representative with Russell Investments Implementation Services, LLC. Jeremy holds a Series 66, Series 7, and SIE licenses. Jeremy has been in the financial services industry since 2013, previously working at Blackrock Investments, LLC. Jeremy is currently registered with the state of Washington and is associated with the Seattle branch office of Russell Investments Implementation Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
03/28/2019 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
WA
02/08/2013 - 03/05/2019
BLACKROCK INVESTMENTS, LLC (SEATTLE WA)
BOTH
Issued 11/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeremy Freise is the right advisor for you? Invested Better is here to help.