Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Zholkevych is a financial advisor with over three years of experience in the financial services industry. Currently, Anna is registered with Nuveen Asset Management, LLC in Chicago, Illinois. Previously, Anna was employed with CHARLES SCHWAB & CO., INC. Anna has a Series 7TO, Series 63, Series 65, Series 9, and Series 10. Anna's areas of specialization include Fixed Income Securities, Mutual Funds, Variable Annuities, Options, and Retirement Planning.
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
06/01/2023 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
05/19/2020 - 10/17/2022
CHARLES SCHWAB & CO., INC. (Schaumburg IL)
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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