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MF

Marcelia C. Freeman

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CRD#: 5015328
MF

Professional summary


Being a previously registered professional could mean that this person 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.

Marcelia Carlyn Freeman, who also goes by Marcelia Freeman, was a registered financial professional .

Marcelia is a previously registered financial professional and started their career in finance in 2005. Marcelia had worked at 3 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcelia Freeman

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.

Blog Corner


CRS (Client Relationship Summary)


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2018 - August 25, 2020

EIG GLOBAL ENERGY PARTNERS CAPITAL MARKETS, LLC

BD
CRD#: 288254
WASHINGTON, DC
Past

December 9, 2010 - May 28, 2015

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
NEW YORK, NY
Past

October 19, 2005 - August 1, 2006

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/12/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EG
EIG GLOBAL ENERGY PARTNERS CAPITAL MARKETS, LLC
EIG GLOBAL ENERGY PARTNERS CAPITAL MARKETS, LLC

CRD#: 288254 / SEC#: , 8-69932

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
600 New Hampshire Ave Nw Suite 1200, Washington, DC 20037
Mailing Address
600 New Hampshire Ave Nw Suite 1200, Washington, DC 20037
Phone number
(202) 600-3300
Established
Delaware since 02/13/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EIG ASSET MANAGEMENT, LLCSOLE MEMBER
DRAKE, BROOKECHIEF COMPLIANCE OFFICER7144591
JAMISON, ANDREW PHILIPPRESIDENT AND CEO7804885
ZUCKER, BRIAN FREDFINOP AND CFO1484733

Red Flags


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.

Company Information


EIG GLOBAL ENERGY PARTNERS CAPITAL MARKETS, LLC

CRD#: 288254

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