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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 Freeman is a financial advisor with LPL Financial LLC based in CULLMAN, AL. Stephen has been in the financial industry since 2001 and has experience with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., E*TRADE SECURITIES LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen holds FINRA Series 66, Series 7 and SIE licenses. Stephen offers financial planning, pension consulting and portfolio management services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
11/02/2023 - Present
LPL Financial LLC (CULLMAN AL)
AL
02/13/2013 - 11/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (CULLMAN AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CULLMAN AL)
AL
04/22/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CULLMAN AL)
NJ
09/04/2002 - 10/29/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
09/07/2000 - 07/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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