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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Perry is a financial advisor with Nuveen Asset Management, LLC, registered with the state of California. Christopher has been active in the financial services industry since January 2006. Christopher is a registered investment advisor representative and has passed a number of exams including the Series 65, Series 63, Series 7, Series 24 and SIE. Nuveen Asset Management, LLC is a firm with a long history of providing investment services. The firm manages a variety of investment products and provides services to a range of clients including insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, 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
01/03/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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