Unclaimed
Andrew Combs is an investment advisor representative with Nuveen Asset Management, LLC. Andrew has been in the securities industry since 2003. Andrew is registered to provide investment advisory services in Illinois, Michigan and Ohio. Andrew holds the Series 6, 7, 63, 65 and 66 licenses and the SIE exam. In addition to his work at Nuveen Asset Management, LLC, Andrew is a member of the Board of Trustees for the Society of Financial Services Professionals - Detroit Chapter. Andrew's past experience includes positions at InCapital LLC, J.P. Morgan Securities LLC, William Blair & Company L.L.C., Van Kampen Funds Inc. and Scudder Distributors, 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.
1
2
IL
05/29/2015 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
FL
08/25/2014 - 05/01/2015
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
08/05/2014 - 05/01/2015
INCAPITAL LLC (DELRAY BEACH FL)
MI
05/14/2012 - 08/07/2014
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
IL
06/28/2011 - 05/15/2012
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
TX
06/04/2003 - 06/04/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
03/12/2003 - 05/30/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 05/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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