Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven W Freeberg is a financial advisor registered with Transamerica Capital, Inc. Steven W Freeberg has over 20 years of experience in the financial services industry. Steven W Freeberg is a Series 6, 7, 63 and 66 registered representative. Steven W Freeberg is currently licensed in Iowa and has previous experience with LPL FINANCIAL LLC, VALIC FINANCIAL ADVISORS, INC., OPPENHEIMER & CO. INC., EDWARD JONES and ALLSTATE FINANCIAL SERVICES, LLC.
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.
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.
1
2
IA
08/16/2022 - Present
Transamerica Capital, Inc. (CEDAR RAPIDS IA)
KS
08/06/2019 - 04/25/2022
LPL FINANCIAL LLC (WICHITA KS)
KS
10/09/2017 - 08/28/2019
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
KS
10/28/2016 - 10/13/2017
OPPENHEIMER & CO. INC. (WICHITA KS)
KS
03/08/2012 - 11/01/2016
EDWARD JONES (WICHITA KS)
KS
09/08/2000 - 03/02/2009
ALLSTATE FINANCIAL SERVICES, LLC (WICHITA KS)
BOTH
Issued 03/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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