Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reitman Friedlander is an investment advisor representative with Kestra Advisory Services, LLC, and a financial planner. Michael is based in Willoughby Hills, OH. Michael joined Kestra Advisory Services, LLC in February 2019, and has experience in the financial services industry since October 19, 2002. Michael has a Series 6, 7, 26, 63 and 65 licenses and is also a CFP® professional. Michael previously worked with Trustmont Financial Group, Inc. in Greensburg, PA, Pruco Securities, LLC in Mayfield Heights, OH, and Horace Mann Investors Inc in Cleveland, OH.
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.
Helps you choose top advisors aligned with your financial goals.
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
OH
02/25/2019 - Present
Kestra Advisory Services, LLC (Willoughby Hills OH)
OH
07/17/2018 - 03/22/2019
TRUSTMONT FINANCIAL GROUP, INC. (BEACHWOOD OH)
OH
03/08/2013 - 05/15/2018
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
OH
04/23/2009 - 03/15/2013
HORACE MANN INVESTORS INC (CLEVELAND OH)
FL
05/01/2000 - 01/03/2007
HORACE MANN INVESTORS INC (BOCA RATON FL)
IA
Issued 05/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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