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Gerald Jay Levin

Mesirow Financial, Inc.

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About Gerald Jay Levin

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.

Firm Information

Gerald Levin is currently registered with Mesirow Financial, Inc.. Mesirow Financial, Inc. is a corporation formed in October 1982. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

143

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gerald Levin’s Registration & Firm History

IL

08/27/1980 - Present

Mesirow Financial, Inc. (CHICAGO IL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Jay Levin.
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