Stephen FreedmanCRD 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 19 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Usaa Financial Advisors Inc.||Needham, MA||Aug 2011 - Current||6|
|Usaa Financial Planning Services||Needham, MA||Aug 2011 - Current||6|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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