Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Freeman is a registered investment advisor with Citizens Securities, Inc. Michael has been in the financial services industry since 1996 and has extensive experience providing financial planning and investment advisory services to individuals and corporations. Michael is licensed to sell securities in nine states, including Florida, Indiana, Maine, Massachusetts, Missouri, New Hampshire, New York, Rhode Island, and Texas. Michael is dedicated to helping clients achieve their financial goals and works to provide personalized financial planning solutions for each client's unique needs.
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.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MA
09/16/2021 - Present
Citizens Securities, Inc. (NORWOOD MA)
ME
07/26/2006 - 08/01/2008
FIDELITY BROKERAGE SERVICES LLC (PORTLAND ME)
MA
12/08/2000 - 07/26/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
IN
04/05/1999 - 10/25/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
10/01/1996 - 10/25/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
ME
09/04/1996 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
MA
04/09/1996 - 09/06/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 12/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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