Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Freed is a financial advisor at Ameritas Advisory Services, LLC, and has been in the financial services industry since 1981. Jonathan is registered with Securities America Advisors, Inc., Ameritas Investment Corp, Ameritas Life Insurance Corp of New York, Ameritas Life Insurance Corp, and Ameritas Advisory Services, LLC. Jonathan specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (OYSTER BAY NY)
NY
12/07/2012 - 07/01/2019
SECURITIES AMERICA, INC. (OYSTER BAY NY)
NY
01/06/2005 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (OYSTER BAY NY)
NY
11/16/1999 - 10/01/2004
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
AZ
12/04/1997 - 11/17/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CT
05/24/1996 - 12/04/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
03/01/1996 - 06/14/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/18/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
11/03/1980 - 10/24/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/03/1980 - 10/24/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Freed is the right advisor for you? Invested Better is here to help.
