Unclaimed
Martin Freeland is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Mokena, Illinois. Martin has been working in the financial services industry since 1994. Martin is registered in 21 states, and holds several licenses and registrations including Series 3, 7, 24, 51, 63 and 66. Martin is also a registered Investment Advisor Representative in Illinois and Indiana. Martin has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations and banking or thrift institutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
01/31/2013 - Present
Raymond James Financial Services Advisors, Inc. (MOKENA IL)
IL
05/20/1999 - 01/14/2003
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
01/20/1995 - 05/27/1999
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
IL
06/29/1995 - 08/18/1997
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
04/29/1994 - 12/31/1994
WAYNE HUMMER & CO. (CHICAGO IL)
BOTH
Issued 12/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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