Michael Reitman Friedlander

Current Employers

Employment History

• 03/2013 → 05/2018
  The Prudential Insurance Company Of America
  Mayfield Heights, OH
• 03/2013 → 05/2018
  Pruco Securities Llc
  Mayfield Heights, OH
• 05/2018 → 07/2018
  Unemployed
  Shaker Hts, OH
• 07/2018 → 02/2019
  Trustmont Financial Group, Inc
  Greensburg, PA
• 07/2018 → 02/2019
  Trustmont Advisory Group, Inc.
  Greensburg, PA
• 02/2019 → Present
  Kestra Investment Services, Llc
  Willoughby Hills, OH
• 02/2019 → Present
  Kestra Advisory Services, Llc
  Willoughby Hills, OH

Previous Registrations

• 2018-07-17 → 2019-03-22
  Trustmont Advisory Group, Inc.
  Beachwood, OH
  Greensburg, PA
• 2013-11-15 → 2018-05-15
  Pruco Securities, Llc.
  Mayfield Heights, OH
  Beachwood, OH

Other Businesses

Bus Name: Otium Financial Planners Investment Related: Yes Address: 34500 Chardon Rd, Ste 3 Willoughby Hills OH 44094 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Assistant Start Date: 2/22/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Assist in the development of insurance and financial plans Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Assistant Start Date: 2/22/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist in the development of financial plans Bus Name: OTIUM FINANCIAL PLANNERS, INC. POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2025 ADDRESS: 34500 Chardon Rd, Ste 4, Willoughby Hills OH 44094, United States DESCRIPTION: Provide oversight to the company's operations, ensuring it functions effectively and legally while acting in the best interests of shareholders by setting strategic direction and making key decisions

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-30
• S63 Uniform Securities Agent State Law Examination
  2013-04-26

Designations