Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Goldman is a financial professional with over 35 years of experience in the financial services industry. Adam is a Registered Representative of Mesirow Financial Investment Management, Inc. and offers a range of services including financial planning, portfolio management, and investment advisory. Adam has extensive experience in working with a variety of clients including high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations and government entities. Adam is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/07/2013 - Present
Mesirow Financial Investment Management, Inc. (HIGHLAND PARK IL)
FL
09/16/1996 - 08/10/2000
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
07/05/1995 - 09/13/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/24/1989 - 07/07/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/20/1986 - 07/27/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 09/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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