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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Lockbaum is an investment advisor representative with Mesirow Financial Investment Management, Inc. based in Chicago, IL. Jennifer has been in the financial industry since 1998 and is registered with the state of Illinois. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension funds. Jennifer holds Series 7, 55, 63 and 65 licenses and the SIE certification. Jennifer also specializes in Financial Planning, Pension Consulting and Portfolio Management.
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
03/09/2017 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
CA
07/16/1997 - 11/16/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
CO
04/19/1995 - 11/14/1995
PARAMOUNT INVESTMENTS INTERNATIONAL, INC. (DENVER CO)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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