Unclaimed
Juan Jose Lopez is an investment advisor representative with Nuveen Asset Management, LLC. Juan is registered with the state of Illinois and has been in the industry since February 14, 2019. Juan's current employment is with Nuveen Asset Management, LLC where they have been employed since October 2018. Juan holds the Series 66, Series 7TO and SIE licenses.
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
05/14/2019 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 05/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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