Unclaimed Profile

Marion Blatsos Gilman

FREEDMAN FINANCIAL ASSOCIATES, INC.·PEABODY, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredFREEDMAN FINANCIAL ASSOCIATES, INC.

41 CROSS STREET, PEABODY, MA 01960CRD# 3163462Firm CRD# 128666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marion Blatsos Gilman · PEABODY, MA

Registration

CRD #3163462 · FREEDMAN FINANCIAL ASSOCIATES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2022 – present

LPL FINANCIAL LLC

Jul 2000 – present

FREEDMAN FINANCIAL ASSOCIATES, INC.

Dec 2013 – May 2022

PEABODY, MA

LPL FINANCIAL LLC

Jan 2006 – Mar 2013

PEABODY, MA

FREEDMAN FINANCIAL ASSOCIATES, INC.

Nov 2005 – Jan 2013

PEABODY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 6, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDMAN FINANCIAL ASSOCIATES, INC.

CRD 128666 · SEC 801-77448

AUM

$583M

Regulatory assets under management

Employees

1,134 client accounts

Services offered by FREEDMAN FINANCIAL ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FREEDMAN FINANCIAL ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Marion Blatsos Gilman offer?

Marion Blatsos Gilman specializes in Financial Planning, Investment Management. Contact their office in PEABODY, Massachusetts for a consultation.

What are Marion Blatsos Gilman's credentials?

Marion Blatsos Gilman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marion Blatsos Gilman located?

Marion Blatsos Gilman is based in PEABODY, Massachusetts, working with FREEDMAN FINANCIAL ASSOCIATES, INC.. Their office serves clients in the PEABODY metropolitan area and surrounding communities.

How does Marion Blatsos Gilman charge for services?

Marion Blatsos Gilman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDMAN FINANCIAL ASSOCIATES, INC.?

FREEDMAN FINANCIAL ASSOCIATES, INC. has approximately 6 employees and manages $583M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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