Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Friedman is a financial professional with over 20 years of experience in the industry. Bruce has been registered with Alera Investment Advisors, LLC and Triad Advisors, Inc. since 2017. Bruce also has previous experience with Securian Financial Services, Inc., BANC of America Investment Services, Inc., and Northern Trust Securities, Inc.. Bruce provides investment management, financial planning and retirement planning services to individuals, families, and businesses. Bruce holds the Series 7 and Series 66 licenses. Bruce is a member of the Alera Group, which operates under the DBA names Alera Group Wealth Services and Alera Group Retirement Plan Services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/04/2017 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
04/24/2008 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
IL
01/08/2007 - 04/02/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
06/07/2001 - 01/08/2007
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 02/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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