Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarina? Claim Your ProfileSarina Freedland is a financial professional with over 30 years of experience in the industry. Sarina is currently registered with CU Investment Solutions LLC, and has been since 2004. Sarina has a broad range of experience working with various firms, including INVESCO SERVICES, INC. and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Sarina holds Series 7, Series 63 and SIE licenses. Sarina holds registrations in Arizona, California, Florida, and Georgia.
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.
Non discretionary investment advisory for institutional clients
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.
1
2
KS
03/03/2004 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
GA
08/06/1996 - 01/30/2003
INVESCO SERVICES, INC. (ATLANTA GA)
NJ
01/10/1990 - 12/21/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
07/25/1987 - 01/22/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
09/25/1984 - 11/09/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/22/1984 - 08/01/1984
BECKER PARIBAS INCORPORATED
BC
Issued 03/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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