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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Farrell is an investment advisor representative with Nuveen Asset Management, LLC. Kevin is a seasoned professional with over 26 years of experience in the industry. Kevin is registered to provide investment advice in 53 states and the District of Columbia. Kevin's prior experience includes working at State Street Global Advisors Funds Distributors, LLC, Russell Fund Distributors, Inc., and Boston Capital Services,INC. Kevin is a Series 24, 63, 65, 7, 6 and 22 licensed professional. Kevin currently works out of Nuveen Asset Management, LLC's Chicago, IL office.
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
08/26/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
GA
02/28/2002 - 01/16/2024
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (ATLANTA GA)
WA
08/07/2000 - 03/01/2002
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
MA
05/21/1997 - 06/26/2000
BOSTON CAPITAL SERVICES,INC. (BOSTON MA)
IA
Issued 08/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/1997
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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