Invested Better
Unclaimed

Unclaimed

Unclaimed

Ilan Marshall Friedman

UBS Asset Management (us) Inc.

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

About Ilan Marshall Friedman

Ilan Friedman is a financial advisor with over 17 years of experience in the financial services industry. Ilan holds the Series 7 and SIE licenses and is currently registered with UBS Asset Management (us) Inc. Previously, Ilan worked at Credit Suisse Securities (USA) LLC and SG Americas Securities, LLC.

Firm Information

Ilan Friedman is currently registered with UBS Asset Management (us) Inc.. UBS Asset Management (us) Inc. is a corporation formed in May 1977 and is approved in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 1 approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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.

Find Your Ideal Financial Advisor

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.

Ilan Friedman’s Registration & Firm History

NY

05/01/2024 - Present

UBS Asset Management (us) Inc. (New York NY)

NY

09/11/2006 - 05/01/2024

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

02/06/2006 - 09/19/2006

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

Not sure if Ilan Marshall Friedman is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ilan Marshall Friedman.
Not sure if Ilan Marshall Friedman is right for you?