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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Barry Freedman is a financial advisor with Edelman Financial Engines. Stephen has been in the financial industry since 1998. Stephen holds Series 6, 7, and 66 securities licenses, as well as the SIE exam. Stephen also holds the Certified Financial Planner designation. Stephen has experience working with clients who are individuals, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, insurance companies, investment companies, and pooled investment vehicles. Stephen's past work experience includes EF Legacy Securities, LLC, USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
01/03/2023 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
08/10/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
08/26/2011 - 08/17/2016
USAA FINANCIAL ADVISORS, INC. (NEEDHAM MA)
MA
10/23/2009 - 08/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
MA
08/10/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
MA
06/22/2001 - 07/09/2007
MML INVESTORS SERVICES, INC. (WESTBOROUGH MA)
MA
08/04/1998 - 06/25/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/04/1998 - 06/25/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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