Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Alan Isaacson is a financial advisor registered with Northland Securities, Inc. Stephen has been in the financial industry since July 24, 1986. Stephen has series 7, 63, 52TO and SIE licenses. Stephen also holds the Series 65 license for investment advisor. Stephen has a history of working with a number of different firms, including B. C. Ziegler And Company, Rodman & Renshaw Inc., Mesirow Financial, Inc., Mesirow Capital, Inc. and Robert W. Baird & Co. Incorporated. Stephen currently works at the Milwaukee, WI branch office of Northland Securities, Inc. Stephen has also worked in Chicago, IL. Stephen has been registered in Connecticut, Washington and Wisconsin. Stephen is a voting member of the Board of Trustees of Milwaukee Repertory Theatre.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
WI
12/16/2010 - Present
Northland Securities, Inc. (MILWAUKEE WI)
WI
12/02/1994 - 04/24/2009
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
IL
04/15/1993 - 12/19/1994
RODMAN & RENSHAW INC. (CHICAGO IL)
IL
08/01/1989 - 04/30/1993
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
07/26/1988 - 08/01/1989
MESIROW CAPITAL, INC.
WI
12/17/1985 - 08/01/1988
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Stephen Isaacson is the right advisor for you? Invested Better is here to help.
