Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Forrest Givens is a financial advisor who has been in the industry since 2010. Chadwick is currently registered with Nuveen Asset Management, LLC in Chicago, Illinois. Previously, Chadwick worked at LPL Financial LLC, Fortigent Securities Company, LLC., and Penserra Securities, LLC. Chadwick specializes in providing financial services to individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, insurance companies, charitable organizations, banking or thrift institutions, and state or municipal government entities.
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
07/29/2014 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CA
09/04/2013 - 07/30/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
MD
04/12/2010 - 02/27/2012
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
CA
01/27/2010 - 03/08/2010
PENSERRA SECURITIES, LLC (ORINDA CA)
BOTH
Issued 05/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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