Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerald Freeman is an investment advisor representative with Osaic Advisory Services, LLC. Robert Freeman has been in the industry since 1998. Robert Freeman has held previous positions with TRIAD ADVISORS LLC, SIGMA FINANCIAL CORPORATION, PARKLAND SECURITIES, LLC and WALNUT STREET SECURITIES, INC. Robert Freeman currently holds Series 6, Series 7, and Series 66 licenses and has passed the Securities Industry Essentials Examination. Robert Freeman is registered to provide investment advice in Florida and Indiana.
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.
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
FL
08/17/2023 - Present
Osaic Advisory Services, LLC (Naples FL)
FL
08/17/2023 - 08/23/2024
TRIAD ADVISORS LLC (Naples FL)
IN
11/01/2019 - 08/17/2023
SIGMA FINANCIAL CORPORATION (PLAINFIELD IN)
FL
02/09/2002 - 10/31/2019
PARKLAND SECURITIES, LLC (LONGWOOD FL)
CA
07/28/1998 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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