Steven Freed

Steven Freed Email and Phone Number

President and Financial Consultant @ GreenWave Financial Markets
West Palm Beach, FL, US
Steven Freed's Location
West Palm Beach, Florida, United States, United States
Steven Freed's Contact Details
About Steven Freed

Steven Freed is a President and Financial Consultant at GreenWave Financial Markets. He possess expertise in trading, equities, financial markets, alternative investments, investments and 44 more skills. Colleagues describe him as "Steven was my direct Team Leader/Manager at TradeStation Securities. I worked directly with him for my entire tenure at TradeStation (30 months). He provides great leadership. You will not find a harder worker than Steven. He is routinely the first guy at his desk, and the guy turning off the lights at night. He set an example that I follow to this day. I believe he would be an asset to any team. Brooks Killmeyer bkillmeyer@tradestation.com"

Steven Freed's Current Company Details
GreenWave Financial Markets

Greenwave Financial Markets

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President and Financial Consultant
West Palm Beach, FL, US
Employees:
2
Steven Freed Work Experience Details
  • Greenwave Financial Markets
    President And Financial Consultant
    Greenwave Financial Markets
    West Palm Beach, Fl, Us
  • Greenwave Financial Markets
    President/Financial Consultant
    Greenwave Financial Markets Sep 2009 - Present
    Palm Beach County
    GreenWave is an independent introducing broker offering a wide array of futures and commodity products and services for retail and institutional investors. GreenWave also offers research and recommendations, professional futures trading platforms and portfolio diversification opportunities utilizing alternative investments such as managed futures programs and futures trading systems.We represent successful Commodity Trading Advisors, professional money managers that employ various trading strategies utilizing futures products. These investment vehicles, known as professionally managed futures, are recommended to suitable investors as stand-alone investments and as a vital component of portfolios consisting primarily of stocks and bonds.Through Vision Brokerage Services and as a Financial Advisor, we also offer Securities products including Stocks, Equity Options, Managed Equities/Debt Products, Private Offerings and other alternative investments.Trading commodity futures and options involves risk of loss.
  • Vision Investment Advisors
    Registered Investment Advisor
    Vision Investment Advisors Jan 2010 - Present
    Palm Beach County
    Registered Investment Advisor providinng discretionary investment advisory services to help meet the needs of client’s specific investment objectives, goals and risk tolerance.We evaluate our client's objectives, goals and risk tolerance to determine appropriate managed portfolios. The portfolios are custom tailored to include equity and fixed income investing for more conservative investors and alternate trading strategies for experienced investors with higher risk tolerance.
  • Vision Brokerage Services, Llc
    Branch Manager/Financial Advisor
    Vision Brokerage Services, Llc Oct 2009 - Present
    Palm Beach County
    Branch Manager/Registered Representative with Vision Brokerage Services recommending investments and diversifying customer portfolios with stocks, stock options, fixed income and alternative investments.
  • Sef Capital
    President
    Sef Capital May 2009 - Sep 2009
    Miami/Fort Lauderdale Area
    High frequency trading of stocks and futures.
  • Tradestation Securities
    Supervising Account Executive - Active Trader Sales
    Tradestation Securities Mar 2004 - Apr 2009
    Miami/Fort Lauderdale Area
    TradeStation Securities is an industry leading online trading software and equities, futures and forex brokerage firm. As a Supervising Account Executive, I established and maintained retail and institutional relationships primarily through tenacious prospecting, cold-calling, referrals, persuasive communication and an intricate knowledge of the financial markets and competition.As a result of my tenacity, I was the the firm’s top producer consistently exceeding 170% of monthly account opening goals while raising $3 - $4 million a month in client assets.I supervised more than 30 sales representatives while maintaining my own business. My Supervisor responsibilities included recruiting, interviewing, hiring and training as well as reviewing staff emails and other documentation in accordance with regulatory and firm requirements.Created and implemented many procedures that led to a more efficient and productive sales process. These procedures helped increase monthly account openings from approximately 900 to 2,000 accounts over a 3-year period.Regularly travelled to trade shows to present the features and benefits of utilizing the TradeStation platform.
  • Generic Trading/E*Trade Professional Trading/Jgm Securities, Llc/Netgain Trading
    Active Equities Trader
    Generic Trading/E*Trade Professional Trading/Jgm Securities, Llc/Netgain Trading Aug 2000 - Feb 2004
    Miami/Fort Lauderdale Area
    Actively traded equities and futures intraday and overnight using up to $6MM in buying power, an amount reserved for only the most profitable traders.Utilizing intensive research and analysis, I led pre-market group meetings that discussed news affecting the markets and individual stock buy and sell levels.Trained and mentored new Traders to make better trading decisions and manage buying power to improve their profitability.
  • Kaufman, Rossin & Company, Cpa’S/Rachlin, Cohen & Holtz, Cpa’S
    Manager - Audit, Litigation And Consulting Services
    Kaufman, Rossin & Company, Cpa’S/Rachlin, Cohen & Holtz, Cpa’S Feb 1994 - Jun 2000
    Miami/Fort Lauderdale Area
    As a Manager, I performed and supervised review and compilation engagements including budgeting and planning, billing and collection as well as assisted clients with preparing their financial statements. My clientele ranged from private to publicly held companies including those in the banking, real estate, healthcare, retail and brokerage industries.My litigation services included assisting attorneys in cases ranging from civil matters to fraud utilizing forensic accounting and performing valuations. These services also included the diligent review of plaintiff/defendant records and participation in depositions. I also assisted attorneys, venture capital groups and underwriters in connection with public offerings..Obtained, developed and maintained relationships with clientele in private and publicly held companies including those in the banking, real estate, healthcare, retail and brokerage industries.Worked directly with Client executives to resolve difficult accounting issues and properly present financial statements.Assisted attorneys in cases ranging from fraud to civil matters through diligent review of plaintiff/defendant records and participation in depositions.Evaluated and reported on clientele internal controls to improve company efficiency and optimize profits. Assisted attorneys, venture capital groups and underwriters in connection with public offerings.

Steven Freed Skills

Trading Equities Financial Markets Alternative Investments Investments Options Managed Futures Mutual Funds Stocks Series 3 Series 7 Fx Hedge Funds Trading Systems Electronic Trading Technical Analysis Commodities Securities Fixed Income Currency Asset Management Portfolio Management Etfs Bonds Asset Allocation Private Equity Series 63 Accounting Wealth Management Fx Trading Investment Strategies Equity Trading Traders Investment Advisory Online Trading Managed Accounts Trading Strategies Series 24 Financial Advisory Brokerage Commodity Finra Valuation Hedging Foreign Exchange Proprietary Trading Finance Investment Management Commodity Markets

Steven Freed Education Details

Frequently Asked Questions about Steven Freed

What company does Steven Freed work for?

Steven Freed works for Greenwave Financial Markets

What is Steven Freed's role at the current company?

Steven Freed's current role is President and Financial Consultant.

What is Steven Freed's email address?

Steven Freed's email address is sf****@****ces.com

What is Steven Freed's direct phone number?

Steven Freed's direct phone number is +130546*****

What schools did Steven Freed attend?

Steven Freed attended St. Thomas University, Tulane University - A.b. Freeman School Of Business.

What are some of Steven Freed's interests?

Steven Freed has interest in Series 3, Nasd Securities Licenses.

What skills is Steven Freed known for?

Steven Freed has skills like Trading, Equities, Financial Markets, Alternative Investments, Investments, Options, Managed Futures, Mutual Funds, Stocks, Series 3, Series 7, Fx.

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