Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Wayne Freeman is a financial professional with over 20 years of experience in the financial services industry. Jimmy is registered with Planmember Securities Corp. and is a licensed investment advisor representative in Texas. Jimmy has a variety of experience in financial services and has served clients of all types, including individuals, businesses, and retirement plans. Jimmy has a strong commitment to providing clients with personalized financial advice and services.
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.
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.
Provides investment supervisory 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.
1
2
TX
10/03/2013 - Present
Planmember Securities Corp. (SAN ANTONIO TX)
TX
06/30/1999 - 07/22/2011
PLANMEMBER SECURITIES CORPORATION (CORPUS CHRISTI TX)
IA
Issued 10/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jimmy Freeman is the right advisor for you? Invested Better is here to help.
