Unclaimed
Anthony Guerdet is an investment advisor representative at Nuveen Asset Management, LLC. Anthony is a registered representative in 53 states. Anthony's first day in the industry was September 24, 2000. Anthony's past employment included roles at FIFTH THIRD SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
09/01/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
09/14/2006 - 01/12/2007
FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)
IL
08/24/2000 - 09/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCHAUMBURG IL)
BOTH
Issued 09/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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