Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaiz? Claim Your ProfileKaiz Freeman is a financial advisor at Fidelity Personal And Workplace Advisors. Kaiz is licensed in 23 states and holds the Series 6, 7, 63, and 65 licenses and has been in the financial industry since June 15, 2015. Previously, Kaiz worked at Northwestern Mutual Investment Services, LLC and Jefferson National Securities Corporation. Kaiz specializes in financial planning, portfolio management, and educational seminars. Kaiz has a strong track record of providing comprehensive financial advice to individuals, families, 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.
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.
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2
KY
11/06/2020 - Present
Fidelity Personal AND Workplace Advisors (LOUISVILLE KY)
KY
04/06/2016 - 12/04/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)
OH
04/08/2015 - 02/01/2016
JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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