Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Freismuth is a financial advisor with Accelerate Retirement. Thomas has been in the financial services industry since 1984 and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Thomas is licensed to provide financial advice in California and has a Series 63, SIE, and Series 22 license. Thomas is also a Chartered Financial Consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
05/16/2023 - Present
Accelerate Retirement (ALISO VIEJO CA)
CA
08/13/2014 - 05/11/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN DIEGO CA)
CA
06/25/2012 - 05/10/2021
HUB INTERNATIONAL INVESTMENT SERVICES INC. (DEL MAR CA)
CA
03/21/2013 - 08/14/2014
FINANCIAL TELESIS INC (DEL MAR CA)
CA
09/08/2009 - 07/05/2012
LPL FINANCIAL LLC (DEL MAR CA)
CA
09/08/1984 - 09/08/2009
MUTUAL SERVICE CORPORATION (DEL MAR CA)
NJ
09/03/1987 - 11/08/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CT
06/19/1983 - 06/14/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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