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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chambers is an investment advisor representative associated with Nuveen Asset Management, LLC. Daniel Chambers has been in the securities industry since 1998 and has passed various securities exams including Series 6, Series 7 and Series 63. Daniel Chambers is licensed to provide investment advice in California and Illinois. Daniel Chambers has experience at several firms, including Wells Fargo Advisors, LLC, Phoenix Equity Planning Corporation and John Hancock Funds, LLC. The firm's services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
09/17/2015 - Present
Nuveen Asset Management, LLC (Chicago IL)
MO
07/21/2008 - 04/02/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CT
10/23/2006 - 07/01/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
06/03/2003 - 10/10/2006
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
TX
03/15/2002 - 05/15/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MA
09/27/1999 - 03/21/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
TX
04/28/1997 - 10/01/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 08/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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