Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dara? Claim Your ProfileDara Friedman is a financial advisor with Bentallgreenoak Real Estate US LLC in San Francisco, California. Dara has been in the financial industry since 2007 and has a Series 7, Series 63, Series 79TO and SIE.
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.
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.
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CA
01/12/2021 - Present
Bentallgreenoak Real Estate US LLC (SAN FRANCISCO CA)
CA
01/04/2017 - 01/21/2021
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC (SAN FRANCISCO CA)
CA
09/03/2007 - 11/23/2016
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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