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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jules? Claim Your ProfileJules Ronald Freeman is an investment advisor representative with Ameriprise Financial Services, LLC. Jules has been in the securities industry since 1983 and has a broad range of experience with different firms, including UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Jules holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE exam certification. Jules is registered with the state of Arizona and has additional registrations with several other states. Jules is a Registered Representative and an Investment Advisor Representative.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/01/2024 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
11/07/2008 - 06/11/2019
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
04/02/2007 - 11/10/2008
MORGAN STANLEY & CO. INCORPORATED (SCOTTSDALE AZ)
AZ
08/09/1990 - 04/02/2007
MORGAN STANLEY DW INC. (SCOTTSDALE AZ)
NY
03/18/1988 - 08/17/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/19/1983 - 03/07/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 07/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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