Unclaimed
Brendan David Burke is an investment advisor representative at Nuveen Asset Management, LLC. Brendan Burke has been working in the financial services industry since August 18, 2016. Brendan Burke has passed the Series 63, Series 65, Series 7 and SIE exams. Brendan Burke has a state registration in Illinois and is registered with the Financial Industry Regulatory Authority (FINRA). Prior to working at Nuveen Asset Management, LLC, Brendan Burke worked at State Street Global Advisors Funds Distributors, LLC in Boston, MA. Brendan Burke has an extensive background in the industry and is well-equipped to provide a wide range of services to clients.
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
03/22/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
MA
08/12/2016 - 01/03/2024
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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