Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Valentino is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. James has over 8 years of experience in the financial services industry. James is a registered representative with FINRA and a registered investment advisor with the state of Illinois. James specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions.
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.
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2
IL
07/09/2024 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
09/01/2023 - 06/26/2024
OSAIC WEALTH, INC. (SCHAUMBURG IL)
IL
05/31/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCHAUMBURG IL)
BOTH
Issued 10/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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