David Freiman, financial advisor Philadelphia PA
93 score

David Freiman

CRD Number: 3173789
Current Firm: Pnc Investments

David Freiman (CRD# 3173789) is an Investment Advisor Representative working at Pnc Investments in Philadelphia, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Bank Philadelphia, PA Nov 2012 - Current 4
Pnc Investments LLC Pittsburgh, PA Nov 2012 - Current 4
Marriott Philadelphia, PA Jan 1997 - Current 19
Santander Securities LLC Guaynabo, PR Sep 2012 - Nov 2012 < 1
Sovereign Bank Newtown, PA Jul 2012 - Nov 2012 < 1
Lpl Financial Newtown, PA Jul 2012 - Sep 2012 < 1
Ameriprise Financial Services Inc. Voorhees, NJ Aug 2011 - Jul 2012 < 1
Wachovia Securities, LLC Summit, NJ May 2003 - Apr 2011 7
Wachovia Bank, N.a. Summit, NJ Apr 2003 - Apr 2011 8
Hyperion Bank Philadelphia, PA Feb 2011 - Mar 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for David R. Freiman
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, 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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