Unclaimed
Daniel Driscoll is an investment advisor representative with Nuveen Asset Management, LLC. Daniel has been working in the securities industry since 2009 and holds licenses in Illinois and Tennessee. Daniel's previous experience includes positions with Northern Lights Distributors, LLC and Quasar Distributors, LLC. Daniel has a wide range of experience in the financial services industry and is dedicated to providing his clients with the highest quality of service.
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
08/26/2016 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NE
11/08/2013 - 07/17/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
ME
03/05/2013 - 09/16/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
12/13/1996 - 03/27/2001
BOSTON CAPITAL SERVICES,INC. (BOSTON MA)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/1996
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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