Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Fredian is a financial professional with over 6 years of experience in the industry. Alan is currently registered with Robert W. Baird & Co. Inc. and is licensed in Illinois. Prior to joining Robert W. Baird & Co. Inc., Alan worked at BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. and HOULIHAN LOKEY CAPITAL, INC. in Chicago, Illinois. Alan is a holder of the Series 63, SIE, and Series 79TO securities licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
08/26/2021 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
11/30/2018 - 09/10/2021
BROWN, GIBBONS, LANG & COMPANY SECURITIES, INC. (CHICAGO IL)
IL
08/12/2014 - 08/29/2016
HOULIHAN LOKEY CAPITAL, INC. (CHICAGO IL)
BC
Issued 12/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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