Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan A. Gitlin is an investment advisor representative at Mesirow Financial Investment Management, Inc. with experience in the financial services industry since February 14, 2017. Jordan has been registered with the state of Illinois since June 16, 2020. Jordan A. Gitlin has been registered with FINRA since June 18, 2020. Jordan A. Gitlin holds Series 63, Series 65, Series 7 and SIE licenses. Jordan A. Gitlin was previously affiliated with Ameriprise Financial Services, Inc. in Highland Park, IL, Wells Fargo Clearing Services, LLC in Deerfield, IL, and Western International Securities, Inc. in Deerfield, IL. Jordan A. Gitlin's current employer, Mesirow Financial Investment Management, Inc., has offices in Chicago, IL. Jordan A. Gitlin specializes in providing investment advice to individuals, businesses, investment companies, pooled investment vehicles, corporations or other businesses, and individuals other than high net worth individuals. Jordan A. Gitlin has experience in providing financial planning, pension consulting, and portfolio management services.
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
06/16/2020 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
07/09/2019 - 01/14/2020
AMERIPRISE FINANCIAL SERVICES, INC. (HIGHLAND PARK IL)
IL
09/26/2017 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD IL)
IL
08/01/2016 - 08/30/2017
WESTERN INTERNATIONAL SECURITIES, INC. (DEERFIELD IL)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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