Marc Stuart Freedman

Current Employers

Employment History

• 07/1991 → Present
  Lpl Financial Llc
  Peabody, MA
• 11/2012 → Present
  Freedman Financial Associates, Inc.
  Peabody, MA

Previous Registrations

• 1994-04-14 → 2022-05-27
  Freedman Financial Associates, Inc.
  Peabody, MA

Other Businesses

(1) 10/07/2002: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE (2) 10/30/2009: NO BUSINESS NAME - NOT INV REL - AUTHOR - 1% OF TIME SPENT - BOOK NAME: "OVERSOLD AND UNDERSERVED". A FINANCIAL PLANNER'S GUIDE TO SERVING THE MASS AFFLUENT (3) 09/20/2011: GENWORTH LIFE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. INS TYPE: LONG-TERM CARE - OBQ ID # 1061724. (4) 09/20/2011: GENWORTH LIFE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - AGENT. INS TYPE: LONG-TERM CARE - OBQ ID # 1061725. (5) 09/25/2012: MSF PRODUCTIONS - SOLE PROPRIETOR - 10% OF TIME SPENT - SPEAK TO FINANCIAL ADVISORS, WHOLESALERS AND OTHER FINANCIAL PROFESSIONALS ABOUT THE DELIVERY OF FINANCIAL PLANNING TO CLIENTS (6) 11/22/2013: MSF PRODUCTIONS - NOT INV REL - SPEAKER - 5% OF TIME SPENT - SPEAKING ENGAGEMENTS ABOUT HOW TO SERVE THE "MASS AFFLUENT MARKET" (7) 11/22/2013: MSF PRODUCTIONS - NOT INV RELATED - WHITEBOARD ANIMATIONS - 5% TIME SPENT - PRIVATE LABELING OF WHITEBOARD ANIMATIONS (8) 09/17/2014: MSF PRODUCTIONS - INV REL - 119 Kara Drive, North Andover MA 01845 - AUTHOR - BOOK TITLE: RETIRING FOR THE GENIUS - START 08/01/2014 - 5 HR/MO ALL DURING SECS TRDG HRS (9) 07/06/2015: NO BUSINESS NAME - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - NOTARY - START 06/29/2015 - 1 HR/MO ALL DURING SECS TRDG HRS (10) 06/21/2024 - MSFLWF Realty LLC - Real Estate Rental - Investment Related - Start Date 07/01/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-02

Designations