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Shemika Lashawn Freeman

Touchstone Advisors Inc.

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About Shemika Lashawn Freeman

Shemika Lashawn Freeman is a financial advisor who has been in the industry since 2007. Shemika is currently registered with Touchstone Advisors Inc. and is based in Cincinnati, OH. Shemika has experience working with a variety of clients, including investment companies. Shemika's current registrations include Series 63 and Series 65 licenses and she also holds Series 7 and SIE licenses. Shemika is dedicated to providing her clients with personalized financial advice. Shemika provides select business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities.

Firm Information

Shemika Freeman is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shemika Freeman’s Registration & Firm History

OH

03/31/2021 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

NE

01/12/2021 - 03/31/2021

SECURITIES AMERICA, INC. (LAVISTA NE)

OH

01/25/2018 - 10/20/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cincinnati OH)

OH

11/01/2012 - 10/19/2017

INVEST FINANCIAL CORPORATION (CINCINNATI OH)

FL

06/01/2009 - 11/07/2012

MORGAN STANLEY (TAMPA FL)

FL

10/24/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)

FL

02/19/2007 - 10/15/2007

E*TRADE SECURITIES LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 04/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shemika Lashawn Freeman.
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