Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanjot? Claim Your ProfileAmanjot Singh Bhatti is an Investment Advisor Representative at Nuveen Asset Management, LLC. Amanjot has been in the industry since 2015 and holds the Series 63, Series 7, and Series 65 licenses. Prior to joining Nuveen Asset Management, LLC, Amanjot was a registered representative at HSBC Securities (USA) INC.. Amanjot's current registrations include Illinois. Amanjot has specialized in investment advisory services related to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
12/05/2020 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
10/23/2015 - 11/20/2020
HSBC SECURITIES (USA) INC. (ENCINO CA)
IA
Issued 12/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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