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Sheldon David Kaiz

MacK Investment Securities, Inc.

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About Sheldon David Kaiz

Sheldon David Kaiz is a registered representative with Mack Investment Securities, Inc. Sheldon has been in the industry since 1984. Sheldon is licensed in Arizona, Florida, Illinois and Wisconsin. Sheldon has earned the Series 7 and SIE exams and holds the Series 63. Sheldon is also a Certified Financial Planner. Sheldon has specialized in providing financial planning, market timing services and portfolio management for individuals. Sheldon's focus is on providing clients with personalized financial advice and investment strategies that meet their individual needs.

Firm Information

Sheldon Kaiz is currently registered with MacK Investment Securities, Inc.. MacK Investment Securities, Inc. is a corporation that has been in business since 1986. The firm is headquartered in Northfield, IL and offers financial planning, market timing services, and publication of periodicals. They also provide portfolio management for individuals and selection of other advisers. MacK Investment Securities, Inc. manages approximately $221,655,455 in assets. They are registered with the SEC and in 24 states.
MacK Investment Securities, Inc.

211 WAUKEGAN ROAD

NORTHFIELD, IL 60093

$221.66M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sheldon Kaiz’s Registration & Firm History

IL

03/08/2023 - Present

MacK Investment Securities, Inc. (NORTHFIELD IL)

NA

09/23/1986 - 02/10/1988

WASHINGTON NATIONAL EQUITY COMPANY

NA

10/21/1985 - 09/30/1986

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/31/1984 - 10/25/1985

WASHINGTON NATIONAL EQUITY COMPANY

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Licenses & Designations

BC

Issued 12/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheldon David Kaiz.
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