linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roberta Lynn Freitag

Ernst & Young Investment Advisers LLP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roberta? Claim Your Profile

About Roberta Lynn Freitag

Roberta Freitag is an investment advisor representative registered with Ernst & Young Investment Advisers LLP and has been in the industry since October 2012. Roberta has experience with a variety of financial institutions, including AXA Advisors, LLC, Fidelity Brokerage Services LLC, and GWN Securities Inc. Roberta has a Series 63, Series 65, Series 7 and SIE licenses. Roberta's specialties include Portfolio Management for Individuals and Businesses, Financial Planning and Educational Seminars. The firm's office is located at 201 N. Franklin Street, Suite 2400 in Tampa, FL.

Firm Information

Roberta Freitag is currently registered with Ernst & Young Investment Advisers LLP. Ernst & Young Investment Advisers LLP is an investment advisor based in SECAUCUS, NJ. They provide financial planning, educational seminars and publication of periodicals. They primarily serve corporations or other businesses and have 37 clients of this type. They have 160 employees and do not have any regulatory assets under management.
Ernst & Young Investment Advisers LLP

200 PLAZA DRIVE

SECAUCUS, NJ 07094

Not reported

Assets Under Management

37

Total Clients

134

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roberta Freitag’s Registration & Firm History

FL

08/29/2017 - Present

Ernst & Young Investment Advisers LLP (Tampa FL)

FL

10/30/2015 - 02/24/2016

GWN SECURITIES INC. (Orlando FL)

FL

02/24/2015 - 09/03/2015

FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)

OH

10/08/2012 - 12/17/2014

AXA ADVISORS, LLC (CLEVELAND OH)

Not sure if Roberta Lynn Freitag is right for you?

Licenses & Designations

IA

Issued 04/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roberta Lynn Freitag.
Not sure if Roberta Lynn Freitag is right for you?