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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph E. Freeman is a financial advisor with over 10 years of experience in the industry. Joseph is currently registered with Fisher Investments and has been with the firm since December 2019. Joseph's previous employers include Cambridge Investment Research, Inc., PNC Investments, and Edward Jones. Joseph holds the Series 6, 7, 63, and 66 securities licenses. Joseph is also a licensed insurance agent. Joseph specializes in providing financial advice to high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Joseph is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. Joseph is a member of the firm's Private Client Group and is dedicated to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
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2
TX
09/07/2023 - Present
Fisher Investments (PLANO TX)
AL
09/01/2017 - 12/11/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Saraland AL)
AL
10/15/2015 - 02/21/2017
PNC INVESTMENTS (FOLEY AL)
AL
10/21/2013 - 10/02/2015
EDWARD JONES (SARALAND AL)
NC
09/13/2012 - 09/25/2013
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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