Unclaimed
Gary Kevin Pattengale is a financial advisor with Mesirow Financial Investment Management, Inc. Gary has been in the financial services industry for over 20 years. Gary is registered as a Registered Representative in Illinois. Gary holds the Series 6 and Series 63 securities licenses. Gary is also a Certified Financial Planner. Gary provides financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Gary has experience working with high-net-worth individuals, corporations, insurance companies, and charitable organizations.
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
01/03/2025 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
TX
04/30/1998 - 12/31/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gary Pattengale is the right advisor for you? Invested Better is here to help.