Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rolfson is an investment advisor representative at Nuveen Asset Management, LLC. Jennifer has over 7 years of experience in the financial industry. Jennifer is registered with the state of Illinois and is a Series 7, Series 24, and Series 66 licensed holder. Jennifer has a strong track record of providing financial advice to individuals, businesses, and institutions. Jennifer is also registered with the state of Illinois as an Investment Advisor Representative. Jennifer's prior employment was with CNL Securities Corp in Orlando, Florida. Jennifer specializes in providing investment advice to high-net-worth individuals, corporations, investment companies, and pooled investment vehicles. Jennifer is committed to providing her clients with the highest quality financial advice and services.
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.
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2
NC
11/21/2019 - Present
Nuveen Asset Management, LLC (CHARLOTTE NC)
FL
01/13/2017 - 06/06/2019
CNL SECURITIES CORP. (ORLANDO FL)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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