Marilyn Friedman (CRD# 705676) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 33 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Chicago, IL | May 2018 - Current | 6 |
Iht Wealth Management | Chicago, IL | May 2018 - Current | 6 |
Mml Investors Services, LLC | Chicago, IL | Mar 2017 - May 2018 | 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2018 | 1 |
Metlife Securities Inc. | Chicago, IL | May 2015 - May 2018 | 3 |
Ameriprise Financial Services Inc. | Chicago, IL | Jun 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1991 |
S65 | NASAA Investment Advisors Law Examination | May 1998 |
- IL
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Total Assets Under Management4,820MILLIONS
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Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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