Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Freeman is a financial professional with over 40 years of experience in the industry. Todd is a Certified Financial Planner and a Chartered Financial Consultant. Todd is currently registered with Cambridge Investment Research Advisors, Inc. in California. Todd has previously been registered with AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Freeman Financial Services Corporation, and Investors Brokerage Services, Inc. Todd has a wide range of experience in financial planning, portfolio management, and investment advisory services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (BELMONT CA)
NY
02/18/1987 - 07/12/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/10/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
02/15/1978 - 02/23/1987
FREEMAN FINANCIAL SERVICES CORPORATION
NA
01/17/1984 - 03/17/1986
INVESTORS BROKERAGE SERVICES, INC.
IA
Issued 08/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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