Yehoshua FreedCRD Number: 6099973
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Yehoshua Freed (CRD# 6099973) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, NJ and has over 3 years of experience in the finance industry.
Brighton Financial Planning
Fxp Advisory Services
Academy Wealth Advisers, LLC
|Bank Of America N.a.||Pennington, NJ||Nov 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pennington, NJ||Sep 2014 - Current||3|
|Unemployed||Philadelphia, PA||Jul 2014 - Aug 2014||< 1|
|Broad Street Music Group||Philadelphia, PA||Dec 2012 - Jul 2014||1|
|Temple University||Philadelphia, PA||Sep 2009 - Aug 2013||3|
|Hillel Of Greater Philadelphia||Philadelphia, PA||Jan 2010 - May 2013||3|
|Merrill Lynch-sader, Nino & Associates||Philadelphia, PA||Jul 2012 - Aug 2012||< 1|
|Unemployed||Philadelphia, PA||May 2009 - Aug 2009||< 1|
|Community College Of Philadelphia||Philadelphia, PA||Feb 2009 - May 2009||< 1|
|Yeshiva University Study Abroad||New York, NY||Sep 2008 - Jan 2009||< 1|
|Unemployed||Philadelphia, PA||May 2008 - Aug 2008||< 1|
|Stern Hebrew High School||Philadelphia, PA||Sep 2004 - May 2008||3|
|Houdini's Magic Shop||Atlantic City, NJ||Jul 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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