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Steve James Friedman

Financial Management Network Inc.

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About Steve James Friedman

Steve James Friedman is an investment advisor representative with Financial Management Network Inc., which is based in Mission Viejo, CA. Steve James Friedman has been in the industry for over 29 years and has 10 active registrations in 11 states. Steve James Friedman has experience with individuals, high-net-worth individuals, corporations, and pension plans. Financial Management Network Inc. offers a variety of services, including financial planning, pension consulting, portfolio management for businesses and individuals.

Firm Information

Steve Friedman is currently registered with Financial Management Network Inc.. Financial Management Network Inc. is an investment advisor based in MISSION VIEJO, CA with approximately $1.8 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Financial Management Network Inc.

26041 ACERO

MISSION VIEJO, CA 92691

$1.80B

Assets Under Management

Not reported

Total Clients

19

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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other

Quarterly fees

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Steve Friedman’s Registration & Firm History

CA

07/26/2011 - Present

Financial Management Network Inc. (MISSION VIEJO CA)

CA

03/28/1994 - 07/27/2011

SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 10/23/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steve James Friedman.
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