Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Breen is a financial advisor with Mesirow Financial Investment Management, Inc. Michael has over 6 years of experience in the financial services industry. He is licensed to sell securities in Illinois. Michael holds a Series 66 license as well as Series 7 and SIE licenses. Michael specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, and selection of other advisors. Michael is affiliated with Mesirow Financial Investment Management, Inc. and was previously affiliated with Mesirow Financial, Inc. Michael has been in the industry since April 4, 2015 and has been active in the investment advisory profession since October 2, 2020. Michael is a limited partner in The Road Less Traveled, an organization that sends teenagers on adventure and community service travel programs.
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
10/02/2020 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
08/11/2014 - 02/07/2020
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
BOTH
Issued 09/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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