Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mindy? Claim Your ProfileMindy Rachael Freedman is a registered representative and investment advisor representative with Fidelity Institutional Wealth Adviser LLC. Mindy Freedman has been in the financial services industry since 2018. Mindy Freedman has passed the Series 66, Series 7TO, Series 24, and SIE exams. Mindy Freedman is currently registered in 54 states and the District of Columbia, and holds an active investment advisor representative license in Massachusetts and Texas. Mindy Freedman has previously worked at Natixis Distribution, LLC and Eaton Vance Distributors, Inc. Mindy Freedman provides advisory services for high-net-worth individuals, businesses, pension and profit sharing plans, corporations, and other businesses. Mindy Freedman also provides overlay portfolio management, non-discretionary investment advice, educational seminars, and selection of other advisors.
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.
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.
Overlay portfolio management; non-discretionary investment advice
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
MA
05/23/2024 - Present
Fidelity Institutional Wealth Adviser LLC (BOSTON MA)
MA
08/05/2019 - 07/19/2022
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
MA
12/10/2018 - 08/06/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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