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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Terence Freeman is a financial advisor at Morgan Stanley with over 30 years of experience in the industry. Freeman has a strong track record of success in helping individuals and families achieve their financial goals. Freeman is also a registered Investment Advisor Representative and holds the Series 3, 7, 9, 10, 63, and 65 licenses. Freeman is dedicated to providing his clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
02/04/2012 - Present
Morgan Stanley (Boston MA)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARASOTA FL)
FL
09/21/2001 - 04/02/2007
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
NY
05/03/1999 - 10/05/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
01/26/1993 - 05/06/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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