Roberta Freitag, financial advisor Tampa FL

Roberta Freitag

CRD Number: 6099579
Current Firm: Ernst & Young Investment Advisers LLP

Roberta Freitag (CRD# 6099579) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Tampa, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Ernst And Young LLP Tampa, FL Jan 2020 - Current 4
Tapfin/ernst And Young LLP Tampa, FL Jul 2017 - Jan 2020 2
Us Imaging Network LLC Tampa, FL Mar 2017 - Jul 2017 < 1
Self Employed Tampa, FL Feb 2016 - Mar 2017 1
Gwn Securities Inc. Palm Beach Gardens, FL Oct 2015 - Feb 2016 < 1
Fidelity Brokerage Services LLC Tampa, FL Feb 2015 - Sep 2015 < 1
Axa Advisors, LLC Cleveland, OH Oct 2012 - Dec 2014 2
Fizek International LLC Niles, OH Sep 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Roberta L. Freitag
Phone Number: 800-273-0588
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV

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