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 18 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|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|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.