Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stuart Freeman is an active investment advisor representative registered with Truist Advisory Services, Inc. Michael has been active in the industry for over 25 years and has been registered with Truist Advisory Services, Inc. since February 2021. Michael has a wide range of experience in the financial industry. He is also a certified financial planner, a chartered financial consultant, and a chartered financial analyst. Michael has worked with individuals, families, and businesses to develop financial plans and investment strategies that meet their specific needs. He is committed to providing his clients with personalized service and guidance. Michael is registered in 29 states and the District of Columbia. He also holds licenses for the Series 7 and Series 63 examinations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
08/08/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/21/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
12/18/1997 - 08/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WINCHESTER VA)
MN
12/18/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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