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Eileen Seeman Freiburger

CFP®
CRD# 1313381·Registered 1984 - 2022
Previously Registered: Being a previously registered professional could mean that Eileen is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Eileen Seeman Freiburger, CFP®, who also goes by Eileen Freiburger, Eileen Shelly Seeman, Eileen Seeman, was a registered financial advisor. Eileen was a previously registered financial professional and started their career in finance 1984 - 2022. Eileen had worked at 12 firms and has passed the Series 63, Series 3, Series 7, Series 24, Series 30 and Series 8 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eileen Freiburger, Eileen Shelly Seeman, Eileen Seeman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

42 years in the financial services industry

Current & Past Employments

SELF OR HELP FINANCIAL PLANNING GROUP·CRD# 318054
RIA
Santa Rosa, CA
March 15, 2022 - September 22, 2022
ABACUS WEALTH PARTNERS·CRD# 128590
RIA
Santa Monica, CA
November 21, 2015 - November 18, 2021
OPENSHAW'S FAMILY FINANCIAL NETWORK, LLC·CRD# 132815
RIA
Inglewood, CA
February 28, 2005 - December 31, 2007
ESF FINANCIAL PLANNING GROUP·CRD# 125508
RIA
Manhattan Beach, CA
April 19, 2002 - April 29, 2016
CAL FED INVESTMENTS·CRD# 19631
BD
Sacramento, CA
November 1, 1999 - February 11, 2002
MOMENTUM INDEPENDENT NETWORK INC.·CRD# 17587
BD
Dallas, TX
October 13, 1998 - August 15, 1999
WAMU INVESTMENTS, INC.·CRD# 599
BD
Irvine, CA
May 1, 1998 - August 3, 1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION·CRD# 14229
BD
Northridge, CA
September 23, 1996 - May 1, 1998
GLOBAL INVESTMENT SERVICES, INC.·CRD# 35752
BD
March 25, 1996 - September 25, 1996
REPUBLIC SECURITIES, INC.·CRD# 15043
BD
April 7, 1995 - March 25, 1996
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
February 1, 1985 - July 6, 1993
INVESTACORP, INC.·CRD# 7684
BD
November 21, 1984 - March 28, 1985

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Current Firm

SO
SELF OR HELP FINANCIAL PLANNING GROUP

SELF OR HELP | SELF OR HELP, INC. | SELF OR HELP FINANCIAL PLANNING GROUP

CRD#: 318054

Contact Information

Main Address

Santa Rosa, CA

Mailing Address

125 S. Main St. #348, Sebastopol, CA 95472

Phone Number

(310) 874-0255

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1984About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Nov 1993About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Nov 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 1996About the Series 24 exam

Series 30 — NFA Branch Manager Examination

Passed Jul 1994About the Series 30 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Nov 1987

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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