Unclaimed
Andrew Deleeuw is a financial advisor with over 8 years of experience in the industry. Andrew is currently registered with Nuveen Asset Management, LLC and holds Series 63, Series 65, Series 7 and SIE licenses. Andrew has previously worked with NORTHERN TRUST SECURITIES, INC. and J.P. MORGAN SECURITIES LLC. Andrew has experience in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and investment companies.
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
07/31/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
07/22/2015 - 04/07/2022
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
02/12/2014 - 07/14/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
11/07/2013 - 01/02/2014
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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