Patricia Freiwald, financial advisor Orono ME
93 score

Patricia Freiwald

CRD Number: 5501795
Current Firm: Advice And Planning Services

Patricia Freiwald (CRD# 5501795) is an Investment Advisor Representative working at Advice And Planning Services in Orono, ME and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Orono, ME Jun 2014 - Current 2
Tiaa Orono, ME Jun 2014 - Current 2
Bangor Savings Bank Bangor, ME Jun 2008 - Jun 2014 6
Lpl Financial Bangor, ME Jun 2008 - Apr 2011 2
Bangor Financial Services Bangor, ME Feb 2008 - Jun 2008 < 1
Care Development Of Maine Bangor, ME Jun 2004 - Feb 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Patricia D. Freiwald
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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