Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Martin is a financial advisor currently registered with Mesirow Financial Investment Management, Inc. Robert has been a registered investment advisor representative since 2008. Robert has a proven track record in the industry and has a wide range of experience in providing financial advice and portfolio management services. Robert is a highly qualified and experienced financial advisor committed to helping individuals and families achieve their financial goals.
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.
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2
IL
11/15/2016 - Present
Mesirow Financial Investment Management, Inc. (HIGHLAND PARK IL)
IL
12/07/2006 - 07/02/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
MI
04/27/2005 - 09/18/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GRAND RAPIDS MI)
IA
Issued 09/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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