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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Blumberg is a financial advisor with Mesirow Financial Investment Management, Inc. Paul has been in the financial industry for over 38 years. Paul has an active license in 20 states and is a registered representative with FINRA and a registered investment advisor. Paul offers financial planning, pension consulting, and portfolio management services for individuals, businesses, 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
01/03/2013 - Present
Mesirow Financial Investment Management, Inc. (HIGHLAND PARK IL)
NA
12/10/1993 - 03/23/1994
MESIROW FINANCIAL, INC.
NA
12/19/1986 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NA
01/25/1984 - 01/06/1987
PEMBROKE CLEARING CORPORATION
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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