Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Thomas Freeman is a registered representative with Truist Advisory Services, Inc. Stephen has been working in the financial industry since 2021 and holds the Series 7, Series 66, and SIE licenses. Stephen is registered with the state of Florida as a Broker-Dealer and Investment Advisor Representative. Prior to Truist Advisory Services, Stephen was associated with Fidelity Brokerage Services LLC. Stephen works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Stephen provides financial planning, portfolio management, and selection of other advisors. Stephen is also a licensed agent for a variety of financial products, including insurance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
06/13/2024 - Present
Truist Advisory Services, Inc. (FT MYERS FL)
KY
02/04/2022 - 08/28/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
05/10/2021 - 10/18/2021
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 06/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephen Freeman is the right advisor for you? Invested Better is here to help.
