Unclaimed
Michael James Meehan is a financial advisor with Nuveen Asset Management, LLC. Michael has been in the financial industry since 2011 and holds both Series 63 and Series 65 licenses. Michael previously worked at BlackRock Investments, LLC. Michael has experience in providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles. Michael is also a registered investment advisor in the state of Illinois.
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
05/23/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NJ
08/22/2018 - 05/12/2022
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
BC
Issued 12/19/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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