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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tran is a financial advisor with Nuveen Asset Management, LLC, located in Chicago, Illinois. Jeffrey Tran is registered with 53 state securities authorities and the Financial Industry Regulatory Authority (FINRA). Jeffrey Tran has 2 product exams, the Series 7TO and the SIE, and 1 state exam, the Series 66.
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
03/22/2021 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 03/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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