Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Servia? Claim Your ProfileServia Rindfleish is a financial advisor with over 10 years of experience in the financial services industry. Servia is currently registered with Mesirow Financial Investment Management, Inc. and Mesirow Institutional Investment Management, Inc., both located in Chicago, Illinois. Servia provides a variety of services to individuals, corporations, and other institutions, including financial planning, portfolio management, and pension consulting. Servia has a strong track record of success in helping clients achieve their financial goals. Servia is a CFA charterholder, which means Servia has met the highest standards of professional ethics, education, and experience in the investment industry. Servia is also an active member of Team Impact, a nonprofit organization that connects children facing serious and chronic illnesses with local college athletic teams.
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
06/21/2019 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
11/18/2008 - 10/12/2012
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
BC
Issued 08/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Servia Rindfleish is the right advisor for you? Invested Better is here to help.
