Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Levy is a financial professional with over 30 years of experience in the industry. Debra is currently registered with Mesirow Financial Investment Management, Inc. and is licensed in California, Illinois, Texas and several other states. Debra has previously worked for UBS Financial Services Inc., Citigroup Global Markets Inc., Mack Investment Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and William Blair & Company L.L.C. Debra Levy is dedicated to providing personalized financial guidance to clients, focusing on investment management and financial planning.
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
11/09/2016 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
01/16/2009 - 11/15/2016
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
IL
04/12/2006 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IL
03/17/1987 - 06/23/2006
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
IL
08/17/2004 - 03/24/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
02/28/2000 - 08/27/2004
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NA
08/19/1986 - 10/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1988
Series 4 - Registered Options Principal Examination
BC
Issued 03/30/1988
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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