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1211 Jefferson Rd., South Charleston, WV 25309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-08-26 |
Branch Locations
1211 Jefferson Rd., South Charleston, WV 25309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica | Charleston | WV | 06/2011 | 09/2016 |
| Freedom Financial Insurance Group | Charleston | WV | 09/2016 | Present |
| Freedom Financial Advisors | Charleston | WV | 08/2022 | Present |
Freedom Financial Insurance Group- Selling fixed annuities and life insurance- Agent- started approximately 6/2017- approximately 70 hours per month during trading hours- meet perspective clients to assist in fixed savings products and life products Freedom Federal Educators - Provides educational services- agent- 30 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-12 |
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