Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kilbane has over 30 years of experience in the financial services industry, with a focus on investment management. James currently holds registrations as a Registered Representative and Investment Advisor Representative with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc. in Illinois. James has previously held various roles at firms such as Columbia Financial Center Incorporated, Columbia Funds Distributor, Inc., Liberty Securities Corporation, and Liberty Funds Distributor, Inc. James holds various licenses and designations, including Series 7, Series 26, Series 52, Series 63, and Series 65. James has a long and diverse career in the financial services industry.
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
03/17/2005 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
OR
03/03/2004 - 03/22/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
MA
04/26/1999 - 12/31/2003
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
11/04/1998 - 04/26/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/17/1998 - 11/05/1998
LIBERTY FUNDS DISTRIBUTOR, INC.
MA
01/01/1998 - 11/05/1998
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
06/30/1995 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
04/14/1993 - 05/15/1995
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NY
08/08/1989 - 01/10/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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