Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas J Freisen is a financial advisor associated with LPL Financial LLC. Thomas has over 4 years of experience in the financial services industry. Thomas is registered with FINRA and the states of New Jersey and North Carolina. Thomas's previous employment included WELLS FARGO CLEARING SERVICES, LLC. Thomas J Freisen's current branch office is located in RED BANK, NJ.
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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NJ
05/12/2023 - Present
LPL Financial LLC (RED BANK NJ)
NC
03/22/2019 - 03/23/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 04/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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