Matthew FreemanCRD Number: 5898818
Current Firm: Msi Financial Services, Inc.
Matthew Freeman (CRD# 5898818) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Richmond, VA and has over 5 years of experience in the finance industry.
Morse Capital Partners, LLC
Hornor, Townsend & Kent, Inc.
Financial Freedom Planners
|Metlife Premier Client Group Of The Mid-atlantic||Richmond, VA||Dec 2015 - Current||1|
|Etz Insurance Agency||Richmond, VA||Apr 2014 - Current||3|
|Oneamerica Securities||Richmond, VA||Sep 2014 - Dec 2015||1|
|American United Life||Richmond, VA||Jul 2014 - Dec 2015||1|
|Allstate Insurance Company||Richmond, VA||Jul 2013 - Apr 2014||< 1|
|Metlife Securities Inc.||Richmond, VA||Mar 2011 - Jul 2013||2|
|Berkeley Hotel||Richmond, VA||Aug 2008 - Mar 2011||2|
|Gingerbread House||Danville, VA||Mar 2008 - Aug 2008||< 1|
|United States Marine Corps||Jacksonville, NC||Feb 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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