Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Van? Claim Your ProfileVan Alan Freeman is a financial advisor with over 17 years of experience in the industry. Van is currently registered with Western Wealth Management LLC, an independent investment advisor firm located in Fort Worth, Texas. He specializes in providing comprehensive financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Van is also a registered investment advisor representative with Western Wealth Management LLC, and he is licensed to provide financial advice in Colorado, Florida, Kansas, Oklahoma, and Texas. Van is committed to providing personalized financial guidance to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
01/29/2019 - Present
Western Wealth Management LLC (Fort Worth TX)
TX
07/23/2002 - 05/13/2009
UBS FINANCIAL SERVICES INC. (ADDISON TX)
NY
01/09/2002 - 06/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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