Invested Better
Unclaimed

Unclaimed

Unclaimed

Lawrence Michael Cohen

Mesirow Financial Investment Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lawrence? Claim Your Profile

About Lawrence Michael Cohen

Lawrence Michael Cohen is an investment advisor representative at Mesirow Financial Investment Management, Inc. located in Chicago, Illinois. Lawrence has been in the industry since August 20, 1984. Lawrence has held various positions at Mesirow Financial Investment Management, Inc. and its predecessors, including investment advisor representative, general securities principal and general securities sales supervisor. Lawrence is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 63, 65, 7, 8, 9, 10, 24 and SIE license. Lawrence specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles, and pension consulting. Lawrence is also registered as an investment advisor representative in the states of Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Washington, Wisconsin, and Wyoming.

Firm Information

Lawrence Cohen is currently registered with Mesirow Financial Investment Management, Inc.. Mesirow Financial Investment Management, Inc. is an investment advisor headquartered in Chicago, Illinois, with over 99 investment adviser representatives and approximately $45 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state and municipal government entities.
Mesirow Financial Investment Management, Inc.

353 N. CLARK ST

CHICAGO, IL 60654

$45.17B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lawrence Cohen’s Registration & Firm History

IL

01/03/2013 - Present

Mesirow Financial Investment Management, Inc. (CHICAGO IL)

NA

04/22/1985 - 01/01/1994

MESIROW INVESTMENT SERVICES, INC.

NA

08/21/1984 - 04/29/1985

MESIROW & COMPANY, INCORPORATED

Not sure if Lawrence Michael Cohen is right for you?

Licenses & Designations

IA

Issued 08/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/18/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/11/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Lawrence Michael Cohen. Review regulatory record here.
Not sure if Lawrence Michael Cohen is right for you?