Unclaimed
Breanna Salas is a financial advisor with Nuveen Asset Management, LLC in Chicago, Illinois. She has been in the industry since 2014. Breanna has a Series 7, Series 66 and SIE license and is registered in over 50 states. Previous roles include working at Morgan Stanley. Breanna's specialties include portfolio management for individuals, businesses 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
09/06/2023 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
01/30/2015 - 04/27/2022
MORGAN STANLEY (San Francisco CA)
FL
09/26/2014 - 10/23/2014
J.W. COLE FINANCIAL, INC. (TAMPA FL)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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