Unclaimed
Danica Chilson is a financial advisor with Nuveen Asset Management, LLC. Danica is a registered investment advisor (IA) and has been in the financial services industry since 1999. Danica has previously worked with State Farm Investment Management Corp. and U.S. Bancorp Piper Jaffray Inc. Danica has a range of experience in financial planning, portfolio management, and pension consulting. Danica is licensed to provide advisory services in a variety of states and is also registered with the Financial Industry Regulatory Authority (FINRA).
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
05/15/2013 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
ME
07/12/2005 - 01/03/2011
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
04/11/2001 - 06/08/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
03/19/2001 - 04/11/2001
STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)
MN
02/03/1998 - 01/18/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 05/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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