Stephen Freedman, financial advisor Needham MA
93 score

Stephen Freedman

CRD Number: 3095502
Current Firm: Usaa Financial Planning Services

Stephen Freedman (CRD# 3095502) is an Investment Advisor Representative working at Usaa Financial Planning Services in Needham, MA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors Inc. Needham, MA Aug 2011 - Current 5
Usaa Financial Planning Services Needham, MA Aug 2011 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield, MA Oct 2009 - Aug 2011 1
Banc Of America Investment Services, Inc. Newton, MA Jul 2007 - Aug 2011 4
Bank Of America, N.a. Newton, MA Jul 2007 - Aug 2011 4
Mass Mutual Springfield, MA Jun 2001 - Jul 2007 6
Mml Investors Services, Inc. Natick, MA Jun 2001 - Jul 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Stephen B. Freedman
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • CT
  • ME
  • MA
  • NH
  • RI
  • VT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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