Chase Freiman (CRD# 7298618) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Sep 2021 - Current | 2 |
Door Dash Inc. | Newport, RI | Jan 2021 - Sep 2021 | < 1 |
Madison Lawn And Stump | Madison, CT | May 2016 - Jul 2021 | 5 |
Black Point Wealth Mgt | Middletown, RI | Sep 2020 - May 2021 | < 1 |
Salve Regina University | Newport, RI | Oct 2017 - May 2021 | 3 |
Salve Regina University | Newport, RI | Sep 2017 - May 2021 | 3 |
Ht Partners LLC | Centerbrook, CT | Jun 2020 - Sep 2020 | < 1 |
Stone Insurance Agency | Guilford, CT | Jun 2019 - Sep 2019 | < 1 |
Madison Public Schools | Madison, CT | Sep 2011 - Jun 2017 | 5 |
Madison Beach And Rec | Madison, CT | Sep 2015 - May 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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