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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Brooklier is a financial advisor with Nuveen Asset Management, LLC. Andrea has been in the financial industry since 2007 and has worked for several prominent firms, including Natixis Distribution, LLC, Nuveen Securities, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Andrea holds a Series 66 license and has passed other securities exams, including Series 7, Series 24, and SIE. Andrea is currently licensed in 53 states and the District of Columbia.
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.
1
2
IL
04/04/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
MA
06/15/2021 - 03/25/2024
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
CA
07/19/2011 - 06/11/2021
NUVEEN SECURITIES, LLC (LOS ANGELES CA)
IL
06/01/2009 - 06/29/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
05/08/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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