Unclaimed
Donovan Gerard Cobbins is a financial advisor who has been in the industry since 2018. Donovan is currently registered with Nuveen Asset Management, LLC. Prior to that, Donovan worked at TIAA-CREF Individual & Institutional Services, LLC. Donovan has passed the Series 6, 7TO, 63 and 65 exams. Donovan's specializations are: Investment Advisory, Securities Trading, Financial Planning, Mutual Funds and Variable Annuities, Retirement Planning and Annuities.
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
02/24/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
CO
03/17/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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