Unclaimed
Candace Lester is an investment advisor representative with Nuveen Asset Management, LLC, located in Chicago, Illinois. Candace has been in the industry since August 2015, holding both Broker-Dealer and Investment Advisor licenses. Candace is registered with FINRA and the state of Illinois. Candace has a wide range of experience and certifications, having passed the Series 6, Series 7, Series 63, and Series 66 exams, as well as the Securities Industry Essentials (SIE) exam. In addition to her current role with Nuveen Asset Management, LLC, Candace has previously worked for TIAA-CREF Individual & Institutional Services, LLC in Seattle, Washington.
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
01/23/2023 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
WA
01/08/2021 - 12/14/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
WA
05/14/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
BOTH
Issued 01/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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