Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Wolff is a financial advisor with over 18 years of experience in the industry. Derek is currently registered with Nuveen Asset Management, LLC in Illinois. Derek is a Series 66, Series 7, Series 79TO and SIE licensed advisor and specializes in working with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pooled investment vehicles, charitable organizations, pension and profit-sharing plans and state or municipal government entities. Derek is active in both the broker-dealer and investment advisory industries.
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
05/20/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 04/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derek Wolff is the right advisor for you? Invested Better is here to help.
