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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Albertina is a financial advisor currently working with Nuveen Asset Management, LLC. He has worked in the financial industry since 1999, and is a registered Investment Adviser Representative in Illinois and New Jersey. Keith is registered to offer investment advice in Illinois, New Jersey and New York. Keith has passed the following exams: Series 6, Series 7, Series 63, Series 65, Series 79TO, and SIE. Keith also has experience with Credit Suisse Asset Management Securities, Inc. Prior to joining Nuveen Asset Management, LLC, Keith was with Nuveen Securities, LLC.
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
IL
09/01/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NY
09/18/1998 - 10/02/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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