Unclaimed
Michael Friedman is a financial advisor with over 20 years of experience in the industry. Michael has worked with Allstate Financial Advisors, LLC since April 2016, where Michael is an investment advisor representative. Before that, Michael worked with a number of firms in the Chicago area and Ohio. Michael is registered in North Carolina and Illinois. Michael is a Series 6, 7, 26, 63, and 65 licensed financial advisor.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
NC
04/29/2016 - Present
Allstate Financial Advisors, LLC (Waxhaw NC)
IL
09/16/2013 - 07/31/2015
INVESTMENT PROFESSIONALS, INC. (GURNEE IL)
IL
08/10/2012 - 07/01/2013
LORIA FINANCIAL GROUP, LLC (BURR RIDGE IL)
IL
07/29/2011 - 07/25/2012
WELLS FARGO ADVISORS, LLC (SCHAUMBURG IL)
IL
11/13/2009 - 07/29/2011
PNC INVESTMENTS (WHEATON IL)
IL
07/18/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (GLEN ELLYN IL)
IL
01/28/2005 - 04/04/2008
METLIFE SECURITIES INC. (ITASCA IL)
IL
01/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ITASCA IL)
OH
09/27/2004 - 12/09/2004
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
08/09/2001 - 12/03/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 04/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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