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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Michael Gordon is an investment advisor representative associated with Mesirow Financial Investment Management, Inc., a firm with a focus on providing investment advice to various client types, including high-net-worth individuals, corporations, and institutional investors. Lee has been in the investment industry since December 25, 1986, and holds several licenses and registrations, including Series 7, 24, 63, and 65, and is registered in multiple states. Lee offers a range of advisory services, including portfolio management, financial planning, and selection of other advisors, and specializes in a variety of investment strategies.
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
09/28/2006 - Present
Mesirow Financial Investment Management, Inc. (Highland Park IL)
NA
05/08/1992 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NY
12/26/1986 - 05/11/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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