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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Solomon Friedman is a financial advisor with over 30 years of experience in the industry. Elias is a Certified Financial Planner™ professional, registered with FINRA and a Registered Investment Advisor in multiple states. Elias is currently affiliated with Mariner Independent in Schaumburg, Illinois. Elias has also held previous roles with firms such as SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC., HARTFORD EQUITY SALES COMPANY INC., and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION.
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.
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
01/14/2025 - Present
Mariner Independent (Schaumburg IL)
MA
04/06/1999 - 10/04/2000
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CT
01/01/1998 - 09/14/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NJ
05/17/1995 - 11/13/1997
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/06/1993 - 05/04/1995
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NA
01/01/1992 - 06/01/1993
SELECTED FINANCIAL SERVICES, INC.
IA
Issued 07/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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