linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Herbert J Friedman

Portfolio Medics, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Herbert? Claim Your Profile

About Herbert J Friedman

Herbert Friedman is a Registered Investment Advisor representative currently working with Portfolio Medics, LLC. Herbert has over 30 years of experience in the financial industry. Herbert earned his Series 63 and Series 65 licenses and has experience working for firms like Lincoln Investment Planning, Inc. and Royal Alliance Associates, Inc.. Herbert also holds a Series 7 and Series 6 license. Portfolio Medics, LLC specializes in offering financial planning and investment advice for individuals and businesses.

Firm Information

Herbert Friedman is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Herbert Friedman’s Registration & Firm History

FL

01/08/2019 - Present

Portfolio Medics, LLC (Singer Island FL)

NJ

06/29/1994 - 07/05/2018

ROYAL ALLIANCE ASSOCIATES, INC. (PRINCETON NJ)

PA

10/07/1986 - 07/05/1994

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

Not sure if Herbert J Friedman is right for you?

Licenses & Designations

IA

Issued 03/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Herbert J Friedman. Review regulatory record here.
Not sure if Herbert J Friedman is right for you?