Unclaimed
Michael Samuel Davern is a financial advisor with over 30 years of experience in the industry. Michael Davern is currently registered with Nuveen Asset Management, LLC and has been with the firm since September 2011. Previously, Michael Davern was with John Nuveen & Co., Incorporated. Michael Davern specializes in providing investment advice to a variety of clients, including individuals, businesses, and institutional investors. Michael Davern is also a sponsored player for Head and serves as a member of the Board of the Illinois Racquetball Association.
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
09/01/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
OH
10/22/1991 - 01/01/1997
FLAGSHIP FUNDS INC. (DAYTON OH)
TX
01/02/1989 - 10/14/1991
VAN KAMPEN MERRITT INC. (HOUSTON TX)
NA
08/01/1985 - 09/02/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 07/31/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/1995
Series 65 - Uniform Investment Adviser 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 05/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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