Unclaimed
Jacqueline McEachen is a financial advisor who has been in the industry since 2018. Jacqueline is registered with Nuveen Securities, LLC and is currently located in Chicago, IL. Jacqueline holds a Series 66, Series 7, and SIE license. Jacqueline is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jacqueline has a special focus on 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
01/01/2019 - Present
Nuveen Securities, LLC (CHICAGO IL)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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