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Alan M. Friedland

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CRD#: 1271140
AF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan Mark Friedland was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1984. Alan had worked at 7 firms and has passed the Series 63, Series 7, Series 4, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 20, 2006 - March 14, 2007

ECHOTRADE LLC

BD
CRD#: 42239
PHOENIX, AZ
Past

October 11, 1988 - October 1, 1991

EDGE SECURITIES, INC.

BD
CRD#: 21881
Past

May 13, 1987 - October 29, 1987

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

April 7, 1986 - May 13, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

September 20, 1985 - April 16, 1986

BLACKSTOCK & CO., INC.

BD
CRD#: 8469
Past

July 26, 1984 - June 7, 1984

FIRST INTERWEST SECURITIES CORPORATION

BD
CRD#: 13492
Past

July 26, 1984 - September 30, 1985

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

June 7, 1984 - June 7, 1984

FIRST INTERWEST SECURITIES CORPORATION

BD
CRD#: 13492

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/18/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


EL
ECHOTRADE LLC
ECHOTRADE LLC | VAN BUREN SECURITIES, LLC

CRD#: 42239 / SEC#: , 8-49764

BD
Terminated by SEC on 11/12/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 01/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DEETER, MISCHALIMITED PARTNER5132163
DEWIT, JEFFREY JAMESPRESIDENT
DUFAULT, VINCENT ALLENBOARD MEMBER2566993
KELLER, ROBERT DENNISCHIEF OPERATING OFFICER
PARKER, MARTY LEEBOARD MEMBER2954332
REEB, ANDREW PAULCHIEF FINANCIAL OFFICER4391114

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ECHOTRADE LLC

CRD#: 42239

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