Unclaimed
Christopher Daniels is a financial advisor with Nuveen Asset Management, LLC. Christopher is a licensed and registered representative who has been working in the financial industry since 2006. Christopher specializes in providing investment advice to individuals, corporations, and pooled investment vehicles. Christopher is also a registered investment advisor representative in Illinois. Christopher's previous experience includes positions at LPL Financial LLC, Wayne Hummer Investments L.L.C., MWA Financial Services Inc., and PNC Investments. Christopher is a Series 63 and Series 66 license holder.
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
08/29/2018 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
IL
06/16/2015 - 09/18/2018
LPL FINANCIAL LLC (CHICAGO HEIGHTS IL)
IL
05/06/2014 - 06/15/2015
WAYNE HUMMER INVESTMENTS L.L.C. (DOWNERS GROVE IL)
IL
05/07/2013 - 05/07/2014
MWA FINANCIAL SERVICES INC. (CHICAGO IL)
IL
08/16/2010 - 11/05/2012
PNC INVESTMENTS (JOLIET IL)
IL
02/14/2006 - 08/02/2010
EDWARD JONES (EVERGREEN PARK IL)
BOTH
Issued 04/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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