Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Rea is a registered Investment Advisor Representative (IAR) with Nuveen Asset Management, LLC. Allen has over 25 years of experience in the financial industry. Allen is also licensed in the state of Illinois. Allen has previously worked at several firms including BlackRock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Smith Barney Inc.
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.
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.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/24/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
01/03/2012 - 05/07/2024
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/05/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
12/05/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
CA
04/18/2007 - 01/22/2008
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
TX
12/07/1995 - 09/03/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/05/1995 - 11/27/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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