Unclaimed
Landon Freeman is a financial advisor with Ameriprise Financial Services, LLC. Landon has been in the industry since November 2007. Landon is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Landon holds a Series 6, 7, 63 and 66 license.
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.
1
2
TX
02/14/2022 - Present
Ameriprise Financial Services, LLC (Frisco TX)
TX
10/10/2013 - 02/22/2022
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
06/04/2008 - 12/14/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
10/19/2005 - 03/04/2008
CHASE INVESTMENT SERVICES CORP. (KELLER TX)
BOTH
Issued 06/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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