Unclaimed Profile

Elliott Dennis Freiberg

RETIREMENT ADVISORY SERVICES CORP.·FORT WASHINGTON, Pennsylvania

SIE, Series 1, Series 7TO, Series 63ChFCClean record26 years registeredRETIREMENT ADVISORY SERVICES CORP.

1300 VIRGINIA DRIVE, FORT WASHINGTON, PA 19034CRD# 213882Firm CRD# 108609

Profile Verification

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

Identity

Elliott Dennis Freiberg · FORT WASHINGTON, PA

Registration

CRD #213882 · RETIREMENT ADVISORY SERVICES CORP. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RETIREMENT ADVISORY SERVICES CORP.

OSAIC WEALTH, INC.

Jan 2014 – Nov 2023

FT. WASHINGTON, PA

RETIREMENT ADVISORY SERVICES CORP

Nov 1999 – Oct 2017

FORT WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 63

Registration record

First registered · November 1, 1999

Years registered · 26

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT ADVISORY SERVICES CORP.

CRD 108609 · SEC 801-57956

AUM

$116M

Regulatory assets under management

Employees

257 client accounts

Services offered by RETIREMENT ADVISORY SERVICES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RETIREMENT ADVISORY SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Elliott Dennis Freiberg offer?

Elliott Dennis Freiberg specializes in Financial Planning, Investment Management.

What are Elliott Dennis Freiberg's credentials?

Elliott Dennis Freiberg holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Elliott Dennis Freiberg located?

Elliott Dennis Freiberg is based in FORT WASHINGTON, Pennsylvania, last registered with RETIREMENT ADVISORY SERVICES CORP..

How does Elliott Dennis Freiberg charge for services?

Elliott Dennis Freiberg'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 RETIREMENT ADVISORY SERVICES CORP.?

RETIREMENT ADVISORY SERVICES CORP. has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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