Anna Katarzyna Freitag
Professional Summary
Anna Katarzyna Freitag, who also goes by Anna Freitag, Anna Katarzyna Godlewska, is a registered financial advisor currently at FREITAG CAPITAL LLC located in Boston, Massachusetts. Anna is registered as a RR (Registered Representative) and started their career in finance in 2000. Anna has worked at 2 firms and has passed the Series 7 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anna Freitag, Anna Katarzyna Godlewska
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FREITAG CAPITAL LLC
Contact Information
Main Address
75 State Street Suite 100, Boston, MA 02109Mailing Address
75 State Street Suite 100, Boston, MA 02109Phone Number
(617) 655-7055Established
Massachusetts since 08/08/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Aug 2019About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Anna Katarzyna Freitag's CRS (Customer Relationship Summary).
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