Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Jacobson is a financial advisor with over 30 years of experience in the industry. Stephen has been registered with Mesirow Financial, Inc. since July 8, 2010. Prior to that, Stephen was registered with William Blair & Company L.L.C. from September 10, 1990 to July 12, 2010 and with Bot Financial Services, Inc. from June 18, 1985 to September 4, 1990. Stephen holds Series 7, 24, 52TO, 63, 79TO and SIE licenses. Stephen is currently registered in Florida and Illinois.
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.
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.
1
2
IL
07/08/2010 - Present
Mesirow Financial, Inc. (CHICAGO IL)
IL
09/10/1990 - 07/12/2010
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
06/18/1985 - 09/04/1990
BOT FINANCIAL SERVICES, INC. (NEW YORK NY)
BC
Issued 08/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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