Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Yudkowsky is a registered investment advisor representative at Mesirow Financial Investment Management, Inc. Sophia has been in the industry since May 2017 and holds a Series 7, Series 66 and SIE licenses. Sophia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, investment companies, and pooled investment vehicles. Sophia is also a Board Member for the Myra Rubenstein Weis Leadership Board, an organization focused on educating and empowering people to make informed decisions to prevent hereditary cancers. Sophia is registered with the state of Illinois and has been with Mesirow Financial Investment Management, Inc. since January 2017.
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
08/03/2017 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
BOTH
Issued 07/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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