Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Feldman is a financial advisor who has been in the industry since 2005. Stephanie works with Mesirow Financial Investment Management, Inc. in their Chicago office. Stephanie is registered to provide investment advice in 27 states, including California, Illinois, and Texas. She is also a Registered Representative and Investment Advisor Representative. Stephanie has experience working with a variety of clients, including individuals, corporations, and institutions. Stephanie specializes in providing financial planning, portfolio management, and pension consulting services.
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
08/06/2014 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
IL
08/08/2005 - 01/08/2007
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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