Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Thomas Freudenberger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Boston, MA. Vincent has been in the industry since 1990. He has a Series 7, Series 63, and Series 65 license. Vincent also has experience with Fidelity Brokerage Services, Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC. Vincent has over 30 years of experience in the financial services industry and is committed to helping his clients achieve their financial goals. He specializes in providing portfolio management for businesses and individuals, as well as pension consulting. Vincent is dedicated to providing his clients with personalized service and comprehensive financial planning solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
03/04/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/13/1992 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
10/12/1990 - 06/12/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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