Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bere is a financial advisor at Nuveen Asset Management, LLC. Brian is registered with the state of Illinois and holds the Series 7TO, Series 66 and SIE licenses. Brian has worked as a financial advisor at Nuveen Asset Management, LLC since July 2022. Brian provides financial advice to a wide range of clients, including individuals, corporations, and institutional investors.
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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IL
09/30/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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