Unclaimed
Gerald Levin is a financial advisor with over 40 years of experience in the industry. He joined Mesirow Financial, Inc. in 2006 and works out of their Chicago office. Gerald is a licensed Series 1, Series 6, Series 22 and SIE representative, and has a deep understanding of the financial markets and investment products. Gerald has a strong track record of success in providing tailored financial advice to individuals and families.
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.
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.
1
2
IL
08/27/1980 - Present
Mesirow Financial, Inc. (CHICAGO IL)
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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