Unclaimed
James Jacobson is a financial professional with over 10 years of experience in the securities industry. James is currently registered with Mesirow Financial, Inc. in Illinois and Florida. James holds the Series 7 and Series 63 licenses and is a qualified Securities Industry Essentials (SIE) exam holder.
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
06/21/2013 - Present
Mesirow Financial, Inc. (CHICAGO IL)
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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