Unclaimed
Kevin Crouch is a financial advisor with over 10 years of experience in the industry. Kevin holds Series 7, 66 and SIE licenses and is currently registered with Mesirow Financial Investment Management, Inc. and Morgan Stanley. Kevin primarily works with high net worth individuals, corporations, investment companies and pooled investment vehicles.
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
03/01/2024 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kevin Crouch is the right advisor for you? Invested Better is here to help.