Unclaimed
Michael Besenjak is a registered representative with William Blair and has been in the industry since June 1994. Michael is registered with the state of Illinois and holds several licenses including Series 3, 4, 7, 8, 9, 10, 14, 55, 57TO, 63, 65, and 79TO. Michael has a broad range of experience in the financial services industry. Michael specializes in equity research services, financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Equity research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
03/07/2007 - Present
William Blair (CHICAGO IL)
IA
Issued 08/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1994
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 02/29/2000
Series 14 - Compliance Officer Examination
BC
Issued 04/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/15/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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